Country
State
Cities
Support for today, Prepared for tomorrow
1881
$200 - $300/hr
1000 - 9999
United Kingdom
Smith & Williamson is a leading independently owned provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 12 offices in the UK, Jersey and Ireland, 1,700 people and an international capability in over 100 countries, our aim is to provide an innovative global service.
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25 Moorgate London London United Kingdom EC2R 6AY
44 (0)20 7131 4000
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What is the primary focus of Smith & Williamson?
Smith & Williamson is a leading financial and professional services firm that provides a comprehensive range of investment management, accountancy, tax, and advisory services to private clients, corporate businesses, and non-profit organizations.
Does the firm provide services for private individuals?
Yes, the firm specializes in helping private individuals manage their wealth and tax affairs. Services include investment management, financial planning, and tax advice tailored to personal financial goals and long-term security.
What type of support is available for corporate clients?
Corporate clients can access a wide array of services including audit and assurance, corporate tax planning, transaction services, and business restructuring. The firm works with businesses of various sizes to help manage financial risk and improve operational efficiency.
Does the firm assist with business restructuring or insolvency?
Yes, the firm has a dedicated restructuring and recovery services team. They provide expert advice to businesses facing financial challenges, helping stakeholders navigate insolvency processes, turnaround strategies, and corporate recovery.
Is Smith & Williamson part of a larger group?
Smith & Williamson merged with Tilney to form Evelyn Partners. The firm now operates under the Evelyn Partners brand, combining deep expertise in wealth management and professional services to offer integrated financial solutions.
Where are the offices located?
The firm maintains a significant presence across the United Kingdom, with numerous offices located in major cities including London, Bristol, Birmingham, Glasgow, and Manchester, ensuring local accessibility for clients nationwide.
Does the firm offer investment management services?
Investment management is a core offering. The firm provides discretionary and advisory investment services, helping clients build and maintain portfolios that align with their specific risk profiles and financial objectives.
Can the firm help with tax compliance and planning?
Yes, tax services are a major component of the practice. Professionals assist both individuals and businesses with complex tax compliance, international tax planning, and strategies to optimize tax efficiency while remaining fully compliant with regulations.
Does the firm serve non-profit organizations?
The firm provides specialized audit, tax, and advisory services to the charity and non-profit sector, helping these organizations navigate unique regulatory requirements and financial governance challenges.
How can a potential client get in touch?
Potential clients can contact the firm by visiting the official website, where they can find contact details for specific offices, request a callback, or use the online enquiry form to discuss specific financial or professional service needs.
Does the firm provide forensic accounting services?
Yes, the firm offers forensic services, including litigation support, fraud investigations, and expert witness testimony, assisting legal teams and corporate clients in resolving complex financial disputes.
What is the approach to client service?
The firm emphasizes a personalized approach, focusing on building long-term relationships. By combining technical expertise with a deep understanding of individual or business circumstances, the firm delivers tailored advice designed to achieve specific financial outcomes.
Does the firm assist with business valuations?
Yes, the firm provides professional business valuation services. These are often utilized during mergers and acquisitions, shareholder disputes, or for tax and financial reporting purposes to determine the accurate value of a business entity.
Are there services available for international clients?
The firm offers international tax and advisory services, helping clients manage the complexities of cross-border financial affairs, including international tax planning and compliance for individuals and businesses with global interests.
Does the firm offer pension advice?
Yes, financial planning experts provide comprehensive pension advice, helping clients navigate retirement planning, pension consolidation, and strategies to maximize retirement income effectively.
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