Smith & Williamson

What Smith & Williamson does

S&W Group, formerly operating as Smith & Williamson and most recently as Evelyn Partners, is a UK-headquartered professional services firm founded in 1881 and now rebranded to S&W in 2025. The firm delivers an integrated portfolio of services spanning accounting advisory, audit and assurance, business and personal tax, corporate finance and transactions, advisory consulting, forensic services, restructuring, risk advisory, regulatory consulting, digital services, economic advisory, and business outsourcing. S&W operates from offices across the United Kingdom and Ireland, with its registered headquarters at 45 Gresham Street, London (Company No. 04533948, S&W Partners Group Limited).

S&W serves two primary client segments: businesses (covering startups through established enterprises, charities, private equity portfolio companies, quoted companies, real estate, fintech, manufacturing, hospitality, landed estates, renewable energy, professional partners, public sector, and technology firms) and individuals (high net worth individuals, families, entrepreneurs, and business owners). Revenue is generated through fee-based professional services engagements, with pricing negotiated per engagement on the basis of scope and complexity; the firm does not publicly disclose pricing or revenue figures. The go-to-market is sales-led, delivered through specialist advisory consultants and partner-led client relationships across 14 service lines and 16 vertical specialisms.

The firm has pursued a sustained acquisition-led growth strategy, including the Tilney Group (2019) and LHM Casey McGrath (2018), and more recently an Irish expansion program comprising Parfrey Murphy (2022), Beechwood Partners, and MC2 Accountants (announced October 2025, adding 47 staff including four partners). Following rapid growth under the Evelyn Partners brand that doubled the firm's size, the company reintroduced the Smith & Williamson heritage as S&W Group in 2025. Leadership includes CEO James Gordon. Headcount sits in the 5,001–10,000 range; revenue, ownership structure, and management team composition beyond the CEO are not publicly disclosed.

Name

Smith & Williamson

Legal name

S&W Partners Group Limited

Website

https://smithandwilliamson.com

Company type

Private

Founded year

1881

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

S&W Group (formerly Smith & Williamson and Evelyn Partners) is a UK-headquartered professional services firm providing integrated audit, tax, advisory, corporate finance, and consulting services to businesses, individuals, family offices, and specialist sectors across the UK and Ireland.

Ownership category

akta.pro rank

Product category

Professional Services (Accounting, Tax & Advisory)

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

akta.pro secondary industries

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Services (Single & Multi-Family Office) (FSABADAF), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Professional services
• Audit and assurance
• Tax advisory
• Corporate finance
• Wealth management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services Fees: Revenue generated from providing integrated professional services including audit and assurance, tax advisory, corporate finance, management consulting, restructuring, risk advisory, and regulatory consulting. Services are tailored to individual and business client needs across multiple sectors.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Smith & Williamson (now operating as S&W Group) is a UK-based financial and professional services firm providing integrated accounting, tax, audit, advisory, corporate finance, regulatory, restructuring, risk, digital, and forensic services to businesses and individuals. Services span the full business lifecycle from startup growth to exit, alongside personal tax and wealth planning for individuals, families, and business owners. The firm operates through offices in the UK and Ireland, with specialist teams serving multiple sectors including financial services, private equity, real estate, manufacturing, and technology.

Product overview

S&W is a financial services firm offering a comprehensive portfolio of professional services rather than a software product platform. The company operates as a unified service offering under the S&W brand (formerly Smith & Williamson and later Evelyn Partners), providing integrated accounting, tax, audit, advisory, and consulting services to businesses, individuals, and organizations. The service portfolio includes Accounting Advisory, Advisory Consulting, Audit and Assurance, Business Outsourcing Services, Business Tax, Corporate Finance and Transactions, Digital Services, Economic Advisory, Forensic Services, Personal Tax, Regulatory Consulting, Restructuring Services, Risk Advisory, and International Expansion Services. These services are delivered through specialist teams addressing various sectors including charities, entrepreneurs, family offices, financial services, fintech, hospitality, landed estates, manufacturing, private equity, professional partners, public sector, quoted companies, real estate, renewable energy, and technology.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Advisory Integrated accounting and assurance services combining financial reporting, governance, and metrics expertise to identify business gaps and drive success. For businesses needing accounting support.
• Advisory Consulting Strategic consulting services supporting organic growth, business exit strategies, post-merger integrations, corporate structure simplification, debt and deals, and operational efficiency. For businesses.
• Audit and Assurance Financial reporting, statutory and non-statutory audit services with specialist expertise in royalty and pension auditing, combining expert execution with leading-edge tools and methodologies. For regulated and non-regulated entities.
• Business Outsourcing Services Back-office support including finance solutions, smart financials, secondment support, payroll, and company secretarial services to reduce costs and improve efficiency. For businesses.
• Business Tax Corporate and business tax compliance, exposure management, and tax efficiency optimization with updates on latest tax rules and available reliefs. For businesses.
• Corporate Finance and Transactions Advisory and support services for growth finance, debt advisory, M&A, and international expansion covering fundraising, sales, acquisitions, and listings. For businesses.
• Digital Services Technology and data services including process optimization, operations streamlining, system security, data management, and cybersecurity advisory. For businesses.
• Economic Advisory Full-service economics practice supporting strategic advice and contentious cases for businesses, governments, regulators, and legal advisers with technical expertise and commercial insight.
• Forensic Services Expert forensic accounting analysis for financial disputes, supporting business ventures and legal professionals with UK and overseas clients.
• Personal Tax Personal tax affairs management including compliance with taxation regulations and financial future planning for individuals, families, and business owners.
• Regulatory Consulting Compliance and strategic review services helping regulated businesses navigate complex requirements, operating model redesign, and organizational change.
• Restructuring Services Company restructuring and insolvency services for businesses facing financial difficulty, focused on maximizing continuation possibilities and achieving optimal outcomes.
• Risk Advisory Assurance and advisory services to build and strengthen organizational risk, control, and governance mechanisms through specialist disciplines and commercial expertise.

Segments17 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• BDO UK: BDO UK is the largest mid-tier accounting and advisory network in the UK, offering audit, tax, corporate finance and advisory services to mid-market businesses and HNWIs — directly comparable to S&W's integrated service model and target client base.
• Grant Thornton UK: Grant Thornton UK provides audit, tax and advisory services with strong mid-market and PE-backed company focus, competing head-to-head with S&W on M&A advisory and outsourced finance services.
• Mazars UK: Mazars UK is an international mid-tier accounting firm with comparable audit, tax, corporate finance and advisory offerings across similar SME and mid-market client segments.
• RSM UK: RSM UK is a mid-tier accounting and consulting firm focused on mid-market companies, offering audit, tax, consulting and corporate finance — a close structural comparable to S&W.
• Crowe UK: Crowe UK is a mid-tier audit, tax and advisory firm serving mid-market and owner-managed businesses — directly comparable in service mix and target clientele to S&W.
• Moore Kingston Smith: Moore Kingston Smith is a UK top-30 accountancy firm offering audit, tax, advisory and wealth services to SMEs, charities and HNWIs — closely aligned to S&W's segmentation.
• PKF Smith Cooper: PKF Smith Cooper is a UK mid-market accounting and advisory firm with comparable services across audit, tax, corporate finance and business advisory — a similar mid-tier competitor.

Broad incumbents

• PwC UK: PwC UK is the largest professional services firm in the UK, offering overlapping audit, tax, consulting and deals advisory — competing with S&W on larger mandates and providing a ceiling on S&W's addressable market.
• KPMG UK: KPMG UK operates a Big 4 audit, tax and advisory practice that competes with S&W across corporate finance, M&A advisory and wealth management — particularly for larger mid-market and quoted-company clients.

Emerging players

• Azets: Azets is a fast-growing UK and Nordics-focused accountancy group built via acquisition, offering audit, tax, advisory and payroll services — directly comparable to S&W's roll-up strategy and mid-market positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/SmithWilliamson
• YouTubevimeo.com/swgroup
• LinkedInlinkedin.com/company/swgroupuk

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Smith & Williamson