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Smith & Williamson

Smith & Williamson

Contacts

Frank Akers-Douglas

London

Director, Private client tax services

frank.akers-douglas@smith.williamsons.co.uk

Tel: +44 (0)20 7131 4232

Gordon Alexander

London

Director, Investment Management

gordon.alexander@smith.williamson.co.uk

Tel: +44 (0)20 7131 4819

David Cobb

London

Head of Investment Managment

david.cobb@smith.williamson.co.uk

Tel: +44 (0)20 7131 4681

Wilson Cotton

London

Director, Private Client Tax Services

wilson.cotton@smith.williamson.co.uk

Tel: +44 (0)20 7131 4224

Martyn Cross

Bristol

Partner, Personal financial planning & employee benefits

martyn.cross@smith.williamson.co.uk

Tel: +44 (0)117 376 2139

Joss Dalrymple

London & Salisbury

Director, Head of private client tax services

joss.dalrymple@smith.williamson.co.uk

Tel: +44 (0)20 7131 4297

Helen Demuth

Bristol

Partner, Private client tax services

helen.demuth@smith.williamson.co.uk

Tel: +44 (0)117 376 2073

Nick Dennis

London

Director, Investment Management

nick.dennis@smith.williamson.co.uk

Tel: +44 (0)20 7131 4784

John Erskine

Bristol

Director, Investment Management

john.erskine@smith.williamson.co.uk

Tel: +44 (0)117 376 2189

Peter Fernandes

London

Director, Head of private client investment management

peter.fernandes@smith.williamson.co.uk

Tel: +44 (0)20 7131 4695

Mike Fosberry

London

Director, National Head of Financial Services

mike.fosberry@smith.williamson.co.uk

Tel: +44 (0)20 7131 4250

Paul Garwood

London

Director/Head of personal financial planning

paul.garwood@smith.williamson.co.uk

Tel: +44 (0)20 7131 4196

Graham Healy

Guildford

Director, Private client tax services

graham.healy@smith.williamson.co.uk

Tel: +44 (0)1483 407 136

James Hender

Bristol

Partner, Private client tax services

james.hender@smith.williamson.co.uk

Tel: +44 (0)117 376 2510

Chris Kenny

London

Director, Investment Management

chris.kenny@smith.williamson.co.uk

Tel: +44 (0)20 7131 4680

Maggie Lowe

Guildford

Director, Head of Guildford office, Personal financial planning and advisory investment service

maggie.lowe@smith.williamson.co.uk

Tel: +44 (0)1483 407 143

Mark McMullen

London

Director, Private Client Tax Services

mark.mcmullen@smith.williamson.co.uk

Tel: +44 (0)20 7131 8108

Claire Perrett

Guildford

Associate director, Corporate Tax

claire.perrett@smith.williamson.co.uk

Tel: +44 (0)1483 407 134

Susan Shaw

Salisbury

Director, Head of Salisbury office, Private client tax services

susan.shaw@smith.williamson.co.uk

Tel: +44 (0)1722 434831

Chris Shepard

London

Director, Private Client Tax Services

chris.shepard@smith.williamson.co.uk

Tel: +44 (0)20 7131 4376

Patrick Smiley

London

Director, Investment Management

patrick.smiley@smith.williamson.co.uk

Tel: +44 (0)20 7131 4557

Mark Willis

Birmingham

Director, Head of Birmingham Office

mark.willis@smith.williamson.co.uk

Tel: +44 (0)121 710 5212

External Links

Smith & Williamson

About Us

The Smith & Williamson group is an independent company which, since its foundation over a century ago, has been managing the financial affairs of private clients and their business interests. We are the ninth largest firm of accountants (source: Accountancy Age 2010) in the UK, and our investment management business has about £9.9bn of funds under management and advice (as at 31/03/10).

We have a diverse service offering and all of our clients are different. There are some principles which hold true whether our services are delivered from one of our regional offices, our main office in London.

• Put the client first and focus on delivering the right solutions
• Have high quality people who deliver excellent service
• Be trustworthy and provide good performance with integrity.

These values help our people achieve trusted adviser status with all our clients and the other professionals with whom we work.