introduction

Smith & Williamson is an independent professional and financial services group employing over 1,300 people. We are leading providers of investment management, financial advisory and accountancy services to private clients, professional practices, mid to large corporates and non-profit organisations.

Smith & Williamson provides an unusually wide range of financial advisory services, which goes beyond that offered by a traditional firm of accountants or investment house. Since our foundation in 1881, we have been helping to manage the financial affairs of the private client together with his or her family or business interests. We are also expert in providing mid to large corporates, professional practices and non-profit organisations with the financial advice they need to achieve their business goals.

corporate client services

All companies, large or small, quoted or unquoted, face challenges in the pursuit of their business goals at each stage of their development. These challenges are constantly changing: managing growth, increasing shareholder value, incentivising and rewarding employees and senior executives, controlling tax and other costs, dealing with regulation, ensuring good governance, expansion or downsizing - all require sound financial judgement and advice.

Smith & Williamson provides a wide range of services to assist companies in meeting these demands. We work with major listed and private companies, mid-size corporates and owner-managed and family enterprises, with managing directors, finance directors, teams, non-executive directors and entrepreneurs.

Common to all our areas of business is a genuine commitment to the highest standards of service based around long term, director-led client relationships. We strive to provide imaginative yet pragmatic advice and solutions derived from a thorough understanding of our clients' needs. These commitments are underpinned by the quality of our people and our depth of expertise at a senior level.

Our clients often require advice on international matters and many of our directors and staff have considerable international knowledge and expertise. We are members of Nexia International, one of the longest-established global networks of independent accounting and consulting firms, and of M&A International, a leading independent alliance of specialist merger and acquisition firms.

private client services

Smith & Williamson has been helping to manage the financial affairs of private clients, together with their family and business interests, since its foundation more than 120 years ago.

Now, our combined investment management business, Smith & Williamson Investment Management (and in Northern Ireland, Cunningham Coates), is one of the largest independent private client investment managers in the UK.

Smith & Williamson’s tax, trust, pensions and financial advisory businesses are equally critical to our ability to serve private clients and executives.

Our private bank provides additional services, principally to the private clients of other departments.

our network

In the UK we operate from offices in London, Belfast, Bristol, Glasgow, Guildford, Maidstone, North London, Salisbury, Southampton and Worcester.

Clients often require advice on international matters. Many of our directors have considerable international knowledge and expertise in their disciplines and we have developed a range of connections with other accounting, tax, investment management and banking specialists around the world.

Smith & Williamson Limited is the principal UK member of Nexia International, one of the longest established global networks of independent accounting and consulting firms. With 334 offices in 92 countries Nexia International gives us strong links in major cities around the world.

Our corporate finance practice is part of M&A International, a leading independent network of specialist merger and acquisition firms. The network offers the resources of over 300 professionals in 40 firms throughout the world.