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.

Related content

Painting symbolising Smith and Williamson's culture and values

Culture and values

It’s not just what we do that matters, it’s how we do it. Our culture is about working together in the best interests of our clients.

Brass door knocker symbolising Smith and Williamson's leadership


View our board of directors

Aged wood symbolising Smith and Williamson's history

Our history

We have a rich history of building long-term relationships with our clients. Many of them have been with us for generations.

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