Four promotions and a strategic hire for Birmingham office

  • Written By: Mark Gee
  • Published: Wed, 12 Jul 2017 13:55 GMT

Smith & Williamson has announced four senior promotions and a new appointment in its central Birmingham office.

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Julia Rosenbloom, head of private client tax services in Birmingham, and Ashley Higgs, who specialises in valuing businesses and intangible assets for commercial transactions, tax and financial purposes, have been made up to Partner.

Former tax lawyer turned business tax adviser, Patrick Allan, who specialises in corporate structures, mergers and acquisitions and equity incentives, and Dan Morris, who is a personal financial planning consultant who has a particular interest in assisting owner manager businesses, have both been promoted to Associate Director.

These promotions help to strengthen Smith & Williamson’s offering to private clients and businesses during a period of continuing growth which has led to the appointment of Amanda Grace. Amanda will head up the local business development function. She joins Smith & Williamson from Birmingham-based law firm Gowling WLG (formally Wragges), bringing with her over 17 years’ business development experience.

John Hodgson, managing partner of tax and business advisory services at Smith & Williamson, Birmingham, said: “I am delighted to announce a large number of promotions this year, reflecting some outstanding contributions to the office and also demonstrating the strength and breadth of the services we offer to private clients and their business interests. My congratulations to Julia, Ashley, Patrick and Dan on their well-deserved promotions and a warm welcome to Amanda who has joined the Birmingham office at an exciting time in its expansion.”

Based at 9 Colmore Row in central Birmingham, Smith & Williamson’s 60 strong team provides specialist advice and services to private individuals and their families as well as businesses ranging from ambitious start-ups and successful SMEs to large corporates.

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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