Retirement planning

Pension decisions become critical particularly in the years approaching retirement age or when moving from one position or employer to another.

Smith & Williamson is pleased to offer a full suite of pension structures to our clients. Whether you are a company director, an executive employee, a professional or self-employed we can provide a tailored solution for you.

Our experienced team will accompany you as you embark on your journey to retirement by providing advice tailored to your specific situation, financial ambitions and unique family circumstances.

Meeting your needs


We recognise that everyone’s financial needs are different, so you’ll get a very personal service tailored to your precise needs, with regular reviews available and planning for 'what if' scenarios.


You’ll have direct access to our highly qualified team of pension specialists who are experienced in dealing with complex financial affairs involving substantial assets and will keep you up to date on the issues affecting you.


Our in-house colleagues include pensions advisers, investment managers and tax advisers who can provide you with a range of services where required.


You'll always be able to speak to someone who is familiar with your affairs and can answer any queries promptly.

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Our credentials



You'll receive high touch, hands-on support and advice from our partner-led teams with a genuine understanding of your needs, as well as the connections and track record to deliver results.


Through our work with a wide range of clients we are close to the issues that matter to you and your financial profile enabling us to tailor bespoke advice to help you gain the optimum results.


We can provide you with personal, business and financial advice under one roof. Our truly multi-disciplinary expertise can be fully leveraged from day one or on an ad hoc basis as required.


We build long-term relationships and have been advising some families over many generations.

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