Client login
Access for Plymouth (formerly Mark Holt & Co) clients
Need some advice? Click here to fill in our enquiry form
Together thinking
Tax mistakes are becoming more expensive. Here’s why.
If it feels like HMRC is taking a closer look at small businesses, the numbers suggest that's exactly what's happening. Recent data shows that the average amount recovered by HMRC through investigations into small businesses and individuals has incre…
Wilson Partners shortlisted in two categories at EISA Awards 2026
Wilson Partners has been shortlisted in both the Best Accountant and Best Tax Adviser categories at the Enterprise Investment Scheme Association (EISA) Awards 2026.
Autumn Budget overview – November 2025
Tax Directors Sean Egan and Sarah Clarke-Rae, alongside Innovations Director Emma Richards sat down shortly after Rachel Reeves' Budget announcment to discuss the headlines that caught their attention.
Renewable and clean technology support brochure
Specialist financial and strategic support from Wilson Partners.
FCA compliance breach: causes, real costs, and how to respond
Most FCA compliance breaches start quietly inside the business. A month-end calculation that doesn’t reconcile, or a RegData submission that lands a day after the deadline. By the time anyone calls it an FCA compliance breach, the position has alread…
UK lower mid-market M&A: YTD review and YTG outlook (2026)
Stability has returned to the market, and while buyers remain disciplined, the outlook for the rest of the year is constructive rather than hyper-inflated.
See all insights
Our people
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.
Tracy Copleston
Accounts Admin Assistant
Kirsty Saunders
Payroll Administrator
Reinette Kotze
Finance Manager
Chris Wilson
Director
Josey Savage
Analyst
Bobby Battu
Head of Payroll
Annelize Liebenberg
Payroll Administrator
Stacie Bradford
Operational Improvement Manager
Megan Jenkins
Accounts Admin Assistant
Will Curwen
Audit and Financial Reporting Trainee
Call us on 0330 057 6265 for a no-obligation chat