Smith & Williamson

Service provider
Investment Manager
Min. account size
£50,000
Ownership
Partnership
Size of wealth manager
Large
Founded
1881
Size
UK Wide

Smith & Williamson Factfile

Chris Kenny - Smith Williamson
Chris Kenny
Partner

Founded over a century ago, Smith and Williamson are a leading independent provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 11 principal offices in the UK and Ireland, 1,500 people and an international capability in over 100 countries, their primary aim is to help clients achieve their financial ambitions.

Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Hourly, fixed
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Retail banking
Ethical investing
Philanthropy

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Questions to ask?

Questions to ask?

Are portfolios bespoke or model and what's best for you?
What we like

What we like

Full-service investment manager
Regional presence around UK
Excellent for entrpreneurs and business owners

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