Family Business Survey
Engaging the next generation for business-owning families has always been necessary; now it has the added context of increasing human longevity. Our survey aims to reveal a range of insights into the challenges faced by families in their intra-generational planning.
Smith & Williamson shareholders approve merger with Tilney
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 December 2019
It's all about company earnings growth in 2020
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
Director, Personal financial planning
Nick Murphy
Head of Charities, Investment management
