Investment Management - Charities

Our specialist charities teams in London, Belfast, Birmingham, Bristol, Dublin, Glasgow and Jersey are an integral part of our business and manage around £1.85bn of charitable funds (as at 31 March 2017).

To find out more about our services for charities, email us at sandwcharities@smithandwilliamson.com or call 020 7131 4200.

As a leading, independently owned financial and professional services group, Smith & Williamson has been looking after the financial affairs of individuals, families and businesses for more than a century.  We take the time to get to know our clients and to understanding their objectives, needs and aspirations, as well as the longer-term challenges they are likely to face.

Smith & Williamson in numbers:

• More than 130 years of experience
• Over 1,700 people
• 12 offices across the UK, Ireland and Jersey
• Access to nearly 20,000 professional advisers worldwide through membership of Nexia International
• Over £18.5 billion of funds under management and advice (as at 31 March 2017)
• 8th largest UK accountancy firm (Accountancy Age, 2016)

sandwcharities.com

Please remember the value of investments can go down as well as up and you may not receive back the original amount invested