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Partner at ICAEW's Personal Finance Planning Conference 2021

Smith & Williamson

Smith & Williamson is a leading investment management business and one of the UK’s ten largest accountancy firms. For more than a century, it has managed the financial affairs of private clients and their business interests.
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With more than 1,700 people in 11 offices in the UK, Ireland and Jersey, clients, whether individuals or companies, value our ability to provide tailored financial and professional services to enable them to achieve their ambitions.

Products and services

Making financial preparations during your working years is crucial to ensure you get the lifestyle you want in retirement.

If you’re part of the ‘baby boomer’ generation that’s on the cusp of retirement, you’ll want to know that your hard-earned cash is working for you now, as well as when you finally decide to hang up your hat.

Our specialists advise on all aspects of pension planning, so we can help you make choices that will benefit you and future generations.

Our services include:

  • creating a comprehensive financial plan to help you meet your goals;
  • advising on secured options to income drawdown, fixed and variable;
  • monitoring your retirement income;
  • offering income and wealth protection through strategic planning; and
  • ensuring your residual pension fund on death goes to your chosen beneficiaries.

ICAEW's Personal Financial Planning Conference 2021

9 November 2021, 9:15 - 16:30
Pensions: Managing the Lifetime Allowance

Luke Brooks, Head of Financial Planning at Smith & Williamson and Mark Devlin, Senior Technical Manager at Prudential will be delivering a joint session on the day.

Smith & Williamson speakers

Luke Brooks, Head of Financial Planning

Luke joined Smith & Williamson in 2005 after attaining the AFPC qualification with Kingston Smith Chartered Accountants. As Head of Financial planning he advises private clients on their financial planning needs, specialising in pension funding and retirement planning.

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