Watkins Smith - About us

About Us

  • Watkins Smith LTD
  • Stewart Watkins
  • Kate Smith

Our Company


Our company aim is to fully understand the needs of our clients and use our expertise to deliver an appropriate solution

How we can help

We have over 50 years combined experience in Financial Services.

Our personal & professional service is tailored to meet the changing needs of our clients and we have offices both in the Midlands and North West. Customer Service is a key priority and we offer a flexible appointment service to ensure that you can meet with us at a time and place that suits you.

Why Choose Watkins Smith?

  • A personal & professional Service
  • Meetings arranged at a convenient location
  • We understand your needs and wishes and tailor a Will that meets these
  • Full guidance and support in legal requirements for the execution of your Will and associated services
  • Secure Document Storage
  • 2,500,000 PI Cover

Our Team

Stewart Watkins

Stewart Watkins

Director and Founder

I have gained 20 years experience in the financial services industry helping families meet their needs with care and planning to achieve an appropriate outcome. Ensuring that my clients are able to understand and plan for both now and post death is my main business aim.

I am married to Louise and have two boys that take up all of my time outside of business

Kate Smith

Kate Smith

Director and Founder

With over 32 years in the Financial Services Industry I have a wealth of experience to bring to this very important aspect of Financial Planning. A well crafted will is essential in ensuring that your wealth passes to the next generation in as tax efficient way as possible, whilst providing for the people who are truly important to you.

By taking time to get to know my clients, I help them reach good decisions and achieve peace of mind their wishes really will be carried through so that they can get on with the business of enjoying life.

Married with 2 grown up children I fully understand the challenges that face families on a day to day basis and can draw on my own personal experiences to help my clients find solutions that fully meet their needs.

Our Certifications

  • Federation of small businesses
  • The Society of Will Writers
  • Society of Trust and Estate Practitioners
  • Herefordshire and Worcester Chamber of Commerce
  • Age Connects North East Wales