Annual Report and Accounts 2019
Smith & Williamson Holdings Limited report and financial statements for the year ended 30 April 2019
Support for today, prepared for tomorrow
Talk to us to find out how we can help.
Managing life's changes
Here now, and when you need us.
Preparing your finances for the future
Here now, and when you need us
Dream Bigger Hall of Fame
Meet the entrepreneurs who have aimed higher and worked smarter.
Investment Outlook July 2019
In the July edition of Investment Outlook: Asset performance when the Fed loosens.
How we support you
We have served our clients with dedication, skill and efficiency for over a century, offering a broad range of integrated services. We help you meet your financial goals by understanding your individual circumstances and ambitions. We stand behind our clients, helping them plan, build and grow their wealth. Our relationships with our clients are long-term and collaborative.
We offer a wide range of private client wealth services to support you. From planning for the future, to leaving a legacy, to helping you with changing circumstances such as divorce or later life care, we bring together the knowledge and expertise of more than 1,400 people. We think deeply about the right solution for you, taking input from across the business, but with a single, senior point of contact. We believe this personal, thoughtful approach sets our business apart.
Professional advisers
Get in touch
Peter Fernandes
Head of Private clients, Investment management
Geoff Everett
Head of Private Client Tax Services, Private client tax services
Daniela Glover
Head of financial services, Personal financial planning
Rupert Phelps
Partner, Family office services
Nick Murphy
Head of Charities, Investment management
