Clutch of senior hires in Bristol and Cheltenham

  • Written By: Mark Gee
  • Published: Sun, 01 Jan 2017 11:08 GMT

Smith & Williamson recently welcomed three new partners and an associate director to the firm’s Bristol and Cheltenham offices.

Fiona Westwood, Richard Lewis and Peter Ball have joined as partners, each bringing with them over 20 years’ experience and a background of working for Big Four accountancy practices.

Fiona has joined Smith & Williamson’s assurance and business services team, adding a wealth of experience in dealing with law firms and other professional practices, charities and owner-managed businesses.

Richard is a business restructuring specialist. Although he is often appointed to deal with insolvencies, his primary focus is to work with owners, boards and other stakeholders to preserve the value within their business and help them to consider all the options, which might include restructuring, refinancing or a sale.

Peter helps business owners with their tax affairs. He works particularly closely with entrepreneurs, family groups, companies looking for investment and management teams to make sure their tax profiles are aligned with, and complement, their personal, family and business plans.

In addition, Smith & Williamson has recruited Marcus Graham as an associate director in the firm’s growing transaction services team while Kelly Jones, who works in the audit team, and Cathy Allen, who specialises in pensions audits and related controls assurance, have both been promoted to director.

By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication. Details correct at time of writing.

Notes to editors
Smith & Williamson is a leading financial and professional services firm providing a comprehensive range of investment management, tax, financial advisory and accountancy services to private clients and their business interests. The firm’s c1,800 people operate from a network of 11 offices: London, Belfast, Birmingham, Bristol, Dublin (City and Sandyford), Glasgow, Guildford, Jersey, Salisbury and Southampton. Smith & Williamson is part of The Tilney Smith & Williamson Group.

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