Smith & Williamson strengthens its senior team in Birmingham with four promotions and a strategic hire


Senior promotions and strategic hire for Smith & Williamson in Birmingham


Accountancy, investment management and tax group, Smith & Williamson, has announced four senior promotions and a new appointment in its central Birmingham office following a period of expansion.

Julia Rosenbloom, head of private client tax services in Birmingham, and Ashley Higgs, who specialises in valuing businesses and intangible assets, have been made up to Partner.

Former tax lawyer turned business tax adviser, Patrick Allan, who specialises in corporate structures, mergers and acquisitions and equity incentives, and Dan Morris, who is a personal financial planning consultant  who has a particular interest in assisting owner manager businesses, have both been promoted to Associate Director.

These promotions help to strengthen Smith & Williamson’s offering to private clients and businesses during a period of continuing expansion which has led to the appointment of Amanda Grace. Amanda will head up the local business development function. She joins Smith & Williamson from Birmingham-based law firm Gowling WLG (formally Wragges), bringing with her over 17 years’ business development experience.

John Hodgson, managing partner of tax and business advisory services at Smith & Williamson, Birmingham, said: “I am delighted to announce a large number of promotions this year, reflecting some outstanding contributions to the office and also demonstrating the strength and breadth of the services we offer to private clients and their business interests. My congratulations to Julia, Ashley, Patrick and Dan on their well-deserved promotions and a warm welcome to Amanda who has joined the Birmingham office at an exciting time in its expansion.”

Based at 9 Colmore Row in central Birmingham, Smith & Williamson’s 60 strong team provides specialist advice and services to private individuals and their families as well as businesses ranging from ambitious start-ups and successful SMEs to large corporates.