About us

As a leading, independently owned, financial and professional services group, Smith & Williamson has been looking after the financial affairs of individuals, families and businesses for more than a century.

We aim to deliver imaginative yet pragmatic advice and solutions tailored to your individual circumstances. We achieve this by taking the time to get to know you and to understand your objectives, needs and aspirations, as well as the longer-term challenges you’re likely to face.

Our approach is the same regardless of whether you’re an individual, family or business client, although these interests are often intrinsically linked. We act as a trusted adviser to help you grow, manage and preserve wealth.



Our History

Smith & Williamson has been managing the financial affairs of private clients and their business interests for over a century.

Founded in Glasgow in 1881, the firm has grown and evolved over the years to offer a wide range of complementary services.

We merged with NCL (Securities) Limited (incorporating Cunningham Coates in Northern Ireland) in 2002 and with Solomon Hare, a UK accounting and financial advisory firm in 2005. These mergers, along with the 2011 acquisition of the tax business of Begbies Traynor, have contributed to our growth and success.

We’re now among the ten largest firms of accountants in the UK* and our investment management business has around £20.8 billion of funds under management and advice**.

With over 1,700 people in 12 offices across the UK, Ireland and Jersey, our firm provides a distinctive range of financial and professional services to meet the needs of our clients.

*According to the latest survey of the market by Accountancy Age

**As at 31 March 2019

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Smith & Williamson in numbers

 

Over 1,800 people

12 offices across the UK, Ireland and Jersey

Access to nearly 20,000 professional advisers worldwide through membership of Nexia International

Around £20.8bn of funds under management and advice
(as at 31 March 2019)

8th largest UK accountancy firm
(Source: Accountancy Age, 2018)

 

 

 

 

Our vision

Our vision is embedded in the business – in our culture, values and behaviours. By clearly articulating this vision, we achieve a greater shared focus and enable our people to see how their day-to-day work aligns with our overall aims.

Our vision is to:

  • continue to be a leading independent provider of a range of financial services, with a specific focus on our core market of private clients and their business interests
  • manage business risk to ensure that the interests of our clients continue to be at the forefront of everything we do
  • be respected for the quality of our client service and trusted adviser approach
  • be known for the depth and breadth of our service offering, with a national presence around the UK and international reach through Nexia International
  • generate returns to sustain and grow the business by putting clients at the centre of our business
  • foster an environment that develops, motivates and retains our people, and enables clients to receive suitable, professional advice and continuity from their individual adviser
  • reward our key stakeholders – staff, partners and shareholders – while putting our clients’ best interests first
  • ensure that current employees and partners who share our culture and values can build an ownership stake in the business, and that former employees and partners can retain an interest.
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Our Offices

We have 12 offices across the UK and Ireland including; Belfast, Birmingham, Bristol, Cheltenham, Dublin City, Dublin Sandyford, Glasgow, Guildford, Jersey, London, Salisbury, Southampton. Click the button below to find out more about our office locations and contact information. 

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