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Company

Smith & Williamson Investment Management

Index

Tax & Trust Accountants

Tax & Trust Advisers

Location

London, United Kingdom

Advice type

Estate planning

Inter-generational tax

Sector focus

Accounting

Business and Consumer Services

Profile

Simon Jennings

Description

When Spear’s caught up with Simon Jennings following his 2017 move to Smith & Williamson, he described the company as ‘a more appropriate firm for me to work towards retirement’. Jennings had previously been a partner at Rawlinson & Hunter, where he spent more than three decades. Jennings is impressed by the ‘very professional and very civilised’ team of partners at S&W. What has the senior consultant learned in his long time at the crease? ‘No two private clients are alike,’ he says. He adds that personality, family circumstances, plans for the future and risk appetite of a given client are all things an adviser needs to consider before tailoring the right advice.

Rank: Recommended

Recommended 2020, Tax & Trust Accountants

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