News

Smith & Williamson announces partner promotions

  • Written By: Mark Gee
  • Published: Wed, 05 Jul 2017 13:46 GMT

Smith & Williamson, the accountancy, investment management and tax group announces promotions to partner for 2017.

Smith&Williamson 08

In all, 13 promotions to partner have been announced, with five across the investment management business, which serves private clients, trustees, charities and institutions. Three promotions have also been made in the firm’s private client tax department which advises individuals, families and business owners on tax matters.

Partner promotions, Smith & Williamson, July 2017

 Ashley Higgs   Accounting & Business Services      Birmingham 
 Lindsay Manson  Accounting & Business Services  London
 Matthew Watts  Business Tax  London
 Andrew Cunnington     Financial Services  London
 Nuala Devine  Investment Management  Belfast
 Caroline Dyson  Investment Management  London
 Lisa Henderson  Investment Management  Guildford
 Graeme Little  Investment Management  Bristol
 Louise Thornhill  Investment Management  Bristol
 Julia Rosenbloom  Private Client Tax  Birmingham  
 Lee Webster  Private Client Tax  Salisbury
 Krista Woodman  Private Client Tax  Cheltenham
 Adam Stephens  Recovery and Restructuring  London

 

Kevin Stopps, co-chief executive and managing partner of tax and business services commented, “in 2017, we are delighted to be announcing a large number of promotions to partner, reflecting some outstanding contributions to the firm and also demonstrating the strength and breadth of the services we offer to private clients and their business interests.”

David Cobb, co-chief executive and managing partner of investment management and banking added, “I would like to congratulate our new partners. They have clearly demonstrated to us and our clients their significant advisory capabilities but also their pride in living, and encouraging, the firm’s key values.”

DISCLAIMER
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. 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 publication.

Notes to editors
Smith & Williamson is an independently owned professional and financial services group with over 1,700 people. The group is a leading provider of investment management, financial advisory and accountancy services to private clients, professional practices and mid-to-large corporates. The group has twelve offices; these are in London, Belfast, Birmingham, Bristol, Cheltenham, Dublin (City and Sandyford), Glasgow, Guildford, Jersey, Salisbury and Southampton.

Risk warning
Investment does involve risk. The value of investments and the income from them can go down as well as up. The investor may not receive back, in total, the original amount invested. Past performance is not a guide to future performance. Rates of tax are those prevailing at the time and are subject to change without notice. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. When investments are made in overseas securities, movements in exchange rates may have an effect on the value of that investment. The effect may be favourable or unfavourable.

Smith & Williamson LLP

Regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. A member of Nexia International.

Smith & Williamson Investment Management LLP

Authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate all of the products and services referred to here.

The word partner is used to refer to a member of Smith & Williamson LLP and Smith & Williamson Investment Management LLP.

Cookie Settings