Welcome to Smith & Williamson

For over a century, we have managed the financial affairs of private clients and their business interests. With over 1,700 people in 11 offices in the UK, Ireland and Jersey, we are a leading investment management business and one of the UK’s ten largest accountancy firms. Clients, whether individuals or companies, value our ability to provide tailored financial and professional services to enable them to achieve their ambitions.

 

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How we can help you

We offer a wide range of private client wealth services to support you. From planning for the future, to leaving a legacy, to helping you with changing circumstances such as divorce or later life care, we bring together the knowledge and expertise of more than 1,400 people. We think deeply about the right solution for you, taking input from across the business, but with a single, senior point of contact. We believe this personal, thoughtful approach sets our business apart.

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Logic And Longing

Preparing future finances

To start planning for the future you need both practicality and vision. We can help navigate today’s regulation and financial markets to build wealth for tomorrow.

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Love And Legacy

Transferring wealth

It can be unnerving to picture the world after you’re gone. No-one wants to leave their loved ones behind. But there are certain steps you can take to help ensure they are looked after.

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Sense And Sensitivity

Managing life's changes

As life takes its different courses, we can help you with a range of services to navigate unpredictable and changing circumstances and, ultimately, support you when you need it most.

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Family Office Services

Family office

We are an experienced guardian of a family’s assets and financial affairs, acting for clients including entrepreneurs and long established families with substantial private capital and varied business interests.

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How we can help your business

Whether you need support on acquisitions or to raise funding, we have an unrivalled network to help you achieve your strategic goals. We offer a range of services to sustain growth or secure an exit. Our expertise covers international expansion and new markets, but also trade sale advice, IPO support and financial planning post-exit. At each stage, we think about the solution that fits your particular needs, drawing on the knowledge of the whole business.

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Entrepreneurs

We work with entrepreneurs and management teams at every stage of the business lifecycle.

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Expanding your business in to the UK

We deliver high touch, high quality, bespoke solutions to help you confidently expand, consolidate and compete in the UK, offering wide ranging capabilities for your business and its leaders. 

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Expanding your business internationally

With wide ranging capabilities in over 100 countries we deliver high touch, high quality, bespoke solutions to help both established and scaling businesses expand, consolidate and compete in new markets. 

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Quoted Companies

Services for listed companies and corporates

As a leading UK accountancy firm, we act as second provider for many listed companies and corporates, delivering a wide range of advice and services.

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How we help professional advisers

Investment Management Funds

Investment management - Funds

As a privately owned, boutique fund management business, we are dedicated to achieving strong fund performance and doing so with integrity. Our regulated funds cover equities, fixed interest and cash.

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Outsourced Investment Services DFM MPS AIM

Investment management - DFM, MPS, AIM

We offer access to a managed portfolio service (MPS) and discretionary bespoke portfolios, drawing from our extensive experience and investment expertise.

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Fund Administration

Fund administration

Our fund administration team is particularly well placed to provide the range of expertise required in the set-up and ongoing administration of OEICs and AUTs.

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Sectors we advise on

We advise clients on many more industry areas than shown here, from bloodstock to landed estates to sports professionals. Click the button below to view all the areas we can help.

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Investment management - Charities

Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.

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Financial Services Markets

Financial services and markets

Full audit, tax, business outsourcing, fund structuring and specialist risk and regulation services for the financial services sector. 

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Real estate

Supporting real estate, construction and infrastructure business through effective corporate and financial advice. 

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Professional Practices

Professional practices

Ambitious or cautious, professional practices need an advisor who understands the complexity and dynamism of their often mature, highly regulated, business environments. 

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Technology

Technology

Supporting technology company success through technical expertise, industry insight and valuable strategic advice. 

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Sports Professionals

Sports, media and entertainment professionals

Managing the financial affairs for a wide range of professionals, organisations and governing bodies.

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Contact us

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