Smith & Williamson
Looking for a Financial Adviser Bristol; Smith & Williamson have been managing financial matters for private clients, along with their business interests, for over a century.Careful financial planning is vital to ensuring your income and capital return is maximised and that it works in the most efficient way. Key areas to consider are retirement arrangements and financial provision for your family and yourself.
Our tailored financial planning advice includes family protection, retirement planning, pensions, mortgages and tax advice. We can also offer a general comprehensive financial health check.
Uniquely placed in the industry, Smith & Williamson combines a firm of chartered accountants, an investment management house, a financial advisory practice and a private bank.
Of the 230 Smith & Williamson staff based in Bristol over 80 deal with a comprehensive range of private client services. Drawing on the expertise of our financial planning, investment and tax specialists, we offer an unparalleled, independent, fee-based service.
Our private client team consists of dedicated professionals from each service area, which means you can be assured of specialist advice on a wide range of financial issues.
Smith & Williamson also provides a comprehensive range of services for Companies, their Directors and employee benefits. Again linking the services of pension, risk benefits, corporate tax and HR specialists to provide a cohesive strategy for Director and Employee remuneration.
