Financial reports
To find out more about the latest developments within Smith & Williamson and our financial performance, you can read our latest annual report and financial statements here.
Key highlights
Solid performance underpinned by our robust business model
Our commitment to client service...and our distinctive business model give us confidence in the group’s potential for continued growth.
Building on our strategy
The group made solid progress in the implementation of its strategic plan.
Steady growth with continued investment
The past financial year has seen steady growth in the group’s financial performance, with year-on-year growth in operating income of 4.3% and adjusted operating profit of 4.8%. To support the future development of the group, we have continued to invest in the group’s IT infrastructure.
What we do
Solutions for personal and business lifecycles
Preparing future finances
To start planning for the future, both practicality and vision are required. We help navigate today’s regulation and financial markets to build wealth for tomorrow.
Solutions include advice on:
- Building wealth
- Planning retirement
- Managing taxes
Transferring wealth
Whether it’s passing wealth on to a loved one or supporting others that are close at heart, we help to ensure the sustainability of the next generation’s finances.
Solutions include advice on:
- Leaving a legacy
- Receiving a legacy
- Gifting assets
Enhancing established businesses
As businesses mature, we offer a range of services to continue growth, raise new capital and open up new opportunities.
Solutions include advice on:
- Succession planning
- International expansion
- MBOs/MBIs
- Trade sales
- IPOs
- Financial planning following exit
Supporting entrepreneurship
Whether starting out for the first time or an
established entrepreneur, our experts help
clients set the foundations and strategy for
growth.
Solutions include advice on:
- Strategy and structure
- Financial outsourcing
- Tax support and planning
- Employee incentives
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