PRESS RELEASE
8 July 2014

Smith & Williamson Named As A Top 25 Financial Planning Company By Private Client Practitioner

Smith & Williamson has been named as a top 25 Financial Planning Company by Private Client Practitioner.
UK
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Smith & Williamson has been named as a top 25 Financial Planning Company by Private Client Practitioner. This follows on from it recently being named a Private Client Practitioner Top 25 Trust Company and Top 25 Accountancy Firm for 2014.

The table is based on information provided by firms regarding the number of client advisers, number of partners or directors, total number of staff and total fee income. Private Client Practitioner surveys approximately 100 wealth management firms to determine the top 25.

This award was previously named 'Top 25 IFA Companies', but was changed in 2013 to reflect the post-RDR financial planning sector.

Peter Maher, national head of financial services at Smith & Williamson, commented: "We are delighted to be recognised for the strength of our financial planning team, which works in close conjunction with the tax, trusts and investment management teams to provide clients with a broad range of advice." 

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PRESS RELEASE
8 July 2014

Smith & Williamson Named As A Top 25 Financial Planning Company By Private Client Practitioner

UK

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