Financial advice for entrepreneurs

It takes more than a great idea to build a winning business.

Converting a dream into a successful business requires intuition, skill and stamina. You'll need vision and passion, a great team, a sustainable business model and a product or service that people want to buy. For a business to succeed, it must evolve, develop and disrupt, finding a better or different way to challenge the status quo. Every business should have an adviser that understands its unique characteristics, with tailored solutions across the organisation.

We have a breadth of resources to deliver comprehensive advice across each layer of an organisation and through every stage of its growth. With expertise across accountancy, tax and financial advisory services, alongside a strong investment management business, we can help everyone from founders to new joiners to manage their wealth effectively. We champion and promote entrepreneurship, focusing our energy and expertise on aspirational and growing businesses whose founders want to succeed and make a difference.

The benefits of an integrated service cannot be underestimated: with a single point of contact, there is no need for complex changes of adviser as your business grows, and no need to deal with multiple advisers. Our experts work closely with each other across specialist disciplines to ensure that our clients receive a seamless service.

Why Smith & Williamson?

  • An integrated and seamless service team focused on key areas that are important to your employees in your growth journey.
  • Forward-looking views on your business and your employees’ circumstances, financial planning and tax matters to help them focus on what creates your business value.
  • An experienced team who will guide you and your employees through the tax challenges and financial planning opportunities.
  • An international team who will understand your business, facilitating local, personalised, financial planning and tax advice to your employees.



Services for you

Personal tax

Tax is likely to represent the biggest financial outlay over the course of your lifetime, yet many of us are simply too busy to dedicate the time required to ensure our tax affairs are in order and we’re not paying more than is due.

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Personal financial planning

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.

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Investment management

Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach.

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Retirement planning

Regular reviews of your pension arrangements are available to help you decide what’s right for you before, at and during retirement.

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Services for your business

Assurance and accounting

Ensuring you have effective and accurate financial systems and controls in place to meet your business and compliance requirements is critical to your success.

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Business outsourcing services

Efficient, cost-effective and comprehensive outsourcing and back-office services can help you boost profits and reduce risk.

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Business tax

Ever-changing legislation and a global crackdown on tax avoidance means your business now operates in an increasingly challenging tax environment.

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Corporate finance and transactions

Raising capital, managing portfolios and strong transactional support from our transactions team.

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Contact us

Nick Travis 's Profile Photo

Nick Travis

Partner, Head of Entrepreneurs, Investment management

Family Wealth Group
London - 25 Moorgate

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