Wealth Management Services Maidenhead - Wilson Partners

Accounting | Tax | Corporate Finance | R&D Tax Reliefs

“We look to build long-term relationships and a level of trust that ensures you feel safe and confident in the advice that is given”

Allan Wilson, Wilson Partners

What we do > Private individuals > Wealth management

Wealth management

We all have our individual financial plans and objectives. Through WP Wealth Management LLP, we work with our clients to manage the wealth they have created. We are independent of fund managers, banks and insurance companies and provide expert, impartial and fully independent financial advice based purely upon what is best for you. We work closely with the tax and accounting team within Wilson Partners to ensure you benefit from financial advice that takes into account your overall objectives, not just your business or personal objectives taken in isolation. We look to build long-term relationships and a level of trust that ensures you feel safe and confident in the advice that is given.

Our expert wealth management services include:

Talk to us today to find out more.

Services for private individuals

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Tax eNews:

In this April issue we highlight some of the key tax changes that take effect from the start of the new tax year. Unfortunately, most of the income tax and national insurance thresholds continue to be frozen, resulting in an increasing number of...

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Latest blog:

It all starts with ‘cash-flow’. Review (regularly) what’s coming in, what’s going out in order to optimise your cash position, particularly in a growing businesses where spend can quickly spiral out of control, unless monitored closely. You need to…

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Download our free eBook – The 7 pillars of business success

Read our free guide what you need to focus on to help you make better decisions and achieve your goals quicker.

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Latest News:

The ECCTA received Royal Assent in October 2023 and gives more powers to Companies House to play a more significant role in tackling economic crime and supporting economic growth.  Introduction of new laws under the ECCTA will be phased in over the…

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Latest blog:

Meet Tom Bradbury Director in the Corporate Finance Team here at Wilson Partners.

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Join the team

If you have the energy, mindset and drive to work in an accountancy firm that wants to do things just a little bit differently, then we’d love to hear from you.

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It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.

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We believe that businesses have responsibilities way beyond shareholders and employees, that’s why we are part of the B1G1 movement.

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Call us on 01628 770 770 for a no-obligation chat