What we do
With a number of specialist areas in Tax & business services and Investment management, our wide-ranging financial advisory services have been key to our success. And it’s this variety that’s given us an excellent staff retention record. So, for a more diverse finance career, read on and find out where Smith & Williamson can take you.
Assurance & business services
A client portfolio of businesses with turnovers ranging from £5 million to £250 million is more than enough reason to look into Assurance & business services. With a focus on everything from e-business to media and beyond, there are plenty of ways to deliver financial advisory support to a diverse and exciting client base, including opportunities via our international affiliation, Nexia International.
Corporate finance
With a team of around 25 dedicated professionals, we specialise in advising entrepreneurs, owner managed businesses and private companies and smaller listed companies, principally operating on the AIM of the London Stock Exchange on their corporate strategies and development over the medium to longer term. Our clients are mainly incorporated in the UK, however many operate on a global basis and we provide cross border financial advice when appropriate. Through our membership of M&A International Inc we are often asked to provide a UK perspective and advice to clients seeking opportunities within the UK and Europe.
Corporate tax
One of our most expansive areas, Corporate tax deals with clients from start-up companies to higher profile quoted companies and groups. Meeting the specific needs of the client, our compliance and advisory services look at transaction structuring, employee benefits and remuneration planning, international tax planning, due diligence and beyond to stay at the forefront of the market.
Forensic services
A distinctive range of expertise and links to the legal profession have positioned us perfectly to offer reliable forensic services in numerous disciplines. Acknowledged leaders in their own fields, our directors involve themselves directly with cases, drawing on our relationship with Nexia International and offering training in Law Society and ILEX.
Investment management
Active since 1917, Smith & Williamson Investment Management (SWIM) owes its success to the founding principles of matching expectations of clients with portfolios tailored to their individual needs. SWIM is a core part of our business, and one of our largest growth areas, we manage portfolios for private and institutional clients, charities, pension funds and tax efficient structures.
Pensions & financial planning
There really is no replacement for sound financial planning. So, with an unparalleled fee based service drawing on our expertise of pensions, investment and tax specialists, we meet these expectations. Structuring solutions to meet the financial objectives of individuals depending upon their stage of life, we advise private clients and business professionals at every level on a national scale.
Private banking
We provide a relationship-led banking service to clients, bringing a highly personalised service and bespoke cash management advice. With current and deposit accounts, cheque book facilities, expertise in money markets and extensive narrative in recording transactions.
Private client tax services
With extensive experience advising individuals, families and related trusts on all aspects of taxation and financial planning, this is one of our most comprehensive services. Striking the right balance between personal contact with clients and the latest IT software to anticipate needs and guarantee an efficient, director-led service at the very highest level.
Restructuring & recovery
A market-leading reputation has taken our work in restructuring & recovery to impressive heights. Operating from key UK locations, around 100 fee earners strive for innovation and consistently reliable performance in turnaround management, business restructuring, corporate advisory and beyond with assignments from £10k to £16 billion.