Our qualified team of professionals is at your service. When you speak to your representative, you know they’re on top of the issues that affect you.
A tailored solution
You will receive a personal service. We provide recommendations tailored to your portfolio.
A unique holistic financial plan
We consider your investments, tax and financial planning when considering your gift to your chosen charity or beneficiary.
We can take care of the details when administering your gift.
* References to taxation are based on Smith & Williamson’s understanding of current tax legislation and HM Revenue & Customs practice, which may change in the future.
The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.
For any client wishing to support a charity, it is worth bearing in mind that there are a number of ways of making their gift go further
We can help you take care of your finances, and ensure you make the most of your money today with the support of our wealth management experts.