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Partner at ICAEW's Personal Finance Planning Conference 2020

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 2020

18 November 10:25
Pensions drawdown strategies

Luke Brooks, Head of Financial Planning at Tilney Smith and Williamson, discusses sustainable income during extraordinary times.

19 November 10:00
The new normal: Interacting with clients in the virtual world

Paul Garwood, Partner at Tilney Smith Williamson, will be joining a panel discussion and interactive Q&A.

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.

Paul Garwood, Partner

Paul is a Chartered Accountant, Chartered Tax Adviser, a member of STEP and Fellow of the Personal Finance Society who specialises in financial planning for high net worth individuals and families. He joined Smith & Williamson in 1996 and has 30 years of professional experience.

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