Personal financial planning

Contact us

Daniela Glover profile image
Daniela Glover

Head of financial services London +44 (0)20 7131 4440

As life expectancy increases, you need to be sure you are financially prepared not only for your retirement, but also for any care you might need in later life. 

Meeting your needs

Bespoke

We recognise that everyone’s financial planning needs are different, so you’ll get a very personal service tailored to your precise needs, with regular reviews available and  planning for 'what if' scenarios. 

Expert

You’ll have direct access to our highly qualified team of specialists who are experienced in dealing with complex financial affairs involving substantial income or assets and will keep you up to date on the issues affecting you.

Independent

We don’t provide our own financial products; so, you can be sure you’ll get independent, fee-based advice on the widest possible selection of relevant financial planning solutions from a trusted adviser.

Holistic

Our in-house colleagues include pensions advisers, investment managers and tax planners who can provide you with a range of services where required.  

How we can help

Our credentials

Expertise

Our team comprises qualified chartered financial planners, as well as chartered accountants, chartered tax advisers and affiliates of the Society of Trusts and Estates Practitioners.

Experience

Our personal financial planning directors have an average of 20 years’ experience.

Longevity

We build long-term relationships and have been advising some families over many generations.

Track record

Our investment management business currently has around £18 billion of funds under management and advice.

Related insights

New tax year resolutions
Article

New tax year resolutions

Six specific tax planning areas to consider to kick-start your new tax year resolutions.

How can I afford to retire?
Article

How will you afford to retire?

Long-term financial commitments can take their toll. It’s crucial that you balance the cost of your lifestyle with saving and investing for retirement.

Ethical Investing for Charities
Article

Five questions for charities to ask about ethical investing

What charities should consider when planning to make ethical investments

Guide to claiming R&D tax credits
Article

A guide to claiming R&D tax relief

R&D tax relief was created as an incentive to encourage companies to invest in innovation in the UK

Executive financial counselling, finance, personal financial tax, tax planning service, financial goals
Article

Executive financial counselling

Our unique executive financial counselling service provides a combined personal financial and tax planning service to key individuals within the company to help them achieve their financial goals. 

ISA rules revamp aids retirement saving options
Article

ISA rules revamp aids retirement saving options

The ISA regime shake up brings huge opportunities for tax efficient savings. What are the changes and how can they help you?

Why financial planning needs to go further than the cash flow forecast
Article

Why financial planning needs to go further than the cash flow forecast

Financial planners need to look beyond straightforward forecasting if they are to effectively meet the needs of their clients

Smith & Williamson websites use cookies. Find out about cookies here. By continuing to browse this site you are agreeing to our use of cookies.