We have been looking after the financial affairs of individuals, families and businesses for more than a century.
For more information regarding how we help private clients, please contact Sharon Hanshaw.
For more information regarding how we help charities, please contact Nick Murphy.
For more information regarding how we help entrepreneurs, please contact Nick Travis.
For more information regarding how we help family businesses, please contact Philip Quigley
For more information regarding how we help fund managers, please contact Allan Seldon
For more information regarding how we help Independent financial advisers and other intermediaries, please contact Mickey Morrissey.
For more information regarding how we help listed companies, please contact us below.
For more information regarding how we help privately owned companies, please contact us below.
For more information regarding how we help professional practices, please Giles Murphy.
For more information regarding how we help legal professionals, please contact Giles Murphy.
We offer a broad range of services to individuals and businesses. This breadth of offering means that clients can have all aspects of their financial affairs managed expertly by one firm.
For more information regarding advisory services, please contact John Rugman.
For more information regarding assurance and business services, please contact Sancho Simmonds.
For more information regarding fund administration services, please contact Allan Seldon.
For more information regarding investment management services, please contact Chris Kenny.
For more information regarding personal financial planning services, please contact Luke Brooks.
For more information regarding tax services, please contact Andrew Wilkes.
Specialists in tax and accountancy across FMSG, professional practices, property, charities, entrepreneurs and more.
Smith & Williamson experts offer insights across business strategy, tax, accountancy and investment management on topical issues across a range of sectors.
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.
Advising you on appropriate asset allocation across all your investments based on your attitude to risk.
How can I create a personalised investment portfolio that works for me?
Advising on the pensions and related tax consequences of coming to or leaving the UK for the short or long term.
Advising on pensions and tax-related issues, as well as helping to resolve disputes by preparing expert witness reports where necessary.
Assessing the range of tax-efficient savings and investments available and advising on which might suit you best.
Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach.
Reviewing your personal financial affairs to identify the impact of income, inheritance and capital gains taxes
How can I minimise my tax bill on my property interests?
