Website: www.smithandwilliamson.com
Address: 25 Moorgate London EC2R 6AY
Phone: 020 7131 4000

As a leading, independently owned, financial and professional services group, Smith & Williamson has been looking after the financial affairs of individuals, families and businesses for more than a century.

We aim to deliver imaginative yet pragmatic advice and solutions tailored to your individual circumstances. We achieve this by taking the time to get to know you and to understand your objectives, needs and aspirations, as well as the longer-term challenges you’re likely to face.

Our approach is the same regardless of whether you’re an individual, family or business client, although these interests are often intrinsically linked. We act as a trusted adviser to help you grow, manage and preserve wealth.

Smith & Williamson in numbers
More than 130 years of experience
Over 1,700 people
12 offices across the UK, Ireland and Jersey
Access to nearly 20,000 professional advisers worldwide through membership of Nexia International
Around £21bn of funds under management and advice (as at 30 September 2018)
8th largest UK accountancy firm (Accountancy Age, 2017)

Meeting your needs
We offer a wide range of end-to-end services to meet your needs throughout your life and at every stage of the business lifecycle. We are a leading provider of accountancy, tax and financial advisory services, as well as one of the largest, most respected, independently owned investment managers in the UK. Our experts work closely with each other, across these specialist disciplines, where required. This means you can benefit from the following:

Joined-up advice on virtually any aspect of your financial affairs
High-quality client service based on close professional relationships and significant partner and director involvement
A-can-do attitude from a group of highly talented, dedicated individuals with broad skills and experience.

Our vision is to:
-continue to be a leading independent provider of a range of financial services, with a specific focus on our core market of private clients and their business interests
-manage business risk to ensure that the interests of our clients continue to be at the forefront of everything we do
-be respected for the quality of our client service and trusted adviser approach
-be known for the depth and breadth of our service offering, with a national presence around the UK and international reach through Nexia International
-generate returns to sustain and grow the business by putting clients at the centre of our business
-foster an environment that develops, motivates and retains our people, and enables clients to receive suitable, professional advice and continuity from their individual adviser
-reward our key stakeholders – staff, partners and shareholders – while putting our clients’ best interests first
-ensure that current employees and partners who share our culture and values can build an ownership stake in the business, and that former employees and partners can retain an interest.