Smith & Williamson

Smith & Williamson

 

Reviews Rating
50%
Review Score
This figure is an average of the reviews score, taken from customer reviews and the overall rating of the bank.
67%
BankRank® Score
This figure is the average of the bank’s total sentiment score and the review scores.
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Overview

First Glance

 

Contact Info

 

About Smith and Williamson

Smith & Williamson is a UK-based private bank. Founded in 1881 in Glasgow, the company now employs over 1500 people in twelve offices throughout the UK, Jersey and the Republic of Ireland.

Smith & Willamson’s growth has been facilitated by mergers and acquisitions; the company merged with NCL Securities in 2002 and with accounting firm Solomon & Hare in 2005. The bank then acquired the tax division of Begbies Traynor in 2011.

Smith & Williamson works with individuals, families and businesses, with a focus on growing and preserving wealth.

Smith and Williamson Products and Services

Smith & Williamson also offers a pensions advisory service for companies with employees, covering employer covenants, transaction and trustee support, and strategies for ‘turnaround’ scenarios.

The bank’s financial planning team works with customers to assess and achieve their long-term financial goals; whether this is retirement planning, investment planning, planning for care costs that may come up in later life, insurance, estate succession, and divorce settlements.

For customers who find themselves in financial difficulty, Smith & Williamson is able to help avoid bankruptcy with a range of products and services including:

  • Individual voluntary arrangement (IVA)
  • Advice on rights to retain property
  • Advice on bankruptcy

Smith & Williamson manages investments on behalf of both individuals and funds. For individual clients, the bank offers bespoke solutions based on an individual client’s return goals and appetite for risk. Portfolios are managed by an investment manager, supported by an in-house team.

Family office management has always been a core part of the Smith & Williamson business, and the bank offers a very broad range of services to high net-worth families and their trusts. These services include investment management, tax, financial planning, business services, family financial strategy, change management and succession planning.

Smith and Williamson Security

Smith & Williamson Investment Services is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Some other branches of Smith & Williamson are regulated by the Financial Conduct Authority. Further information can be found at the Smith & Williamson website.

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