An overview

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.

Smith&Williamson 07

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.

Smith & Williamson in numbers

  • More than 130 years of experience
  • Over 1,700 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)

Meeting your needs

We offer a wide range of end-to-end services to meet your needs throughout your life and at every stage of the business lifecycle. We are a leading provider of accountancy, tax and financial advisory services, as well as one of the largest, most respected, independently owned investment managers in the UK. Our experts work closely with each other, across these specialist disciplines, where required. This means you can benefit from the following:

  • Joined-up advice on virtually any aspect of your financial affairs
  • High-quality client service based on close professional relationships and significant partner and director involvement
  • A-can-do attitude from a group of highly talented, dedicated individuals with broad skills and experience.