Financial services.
Financial Services – Hedge Funds, Private Equity and FinTech
At Wilson Partners we understand the nuances that make businesses within the Financial Services sector a very different animal when it comes to accounting. As well as the day to day accounting services you’d expect from us, we also boast our own Corporate Finance Team, FCA Compliance Reporting Team and Audit team to ensure all bases are covered to give your management team and your investors the peace of mind they need. We even have our own CoSec team to support you with governance, best practice, company law and compliance matters.
- Compliance reporting
- Investors – private equity, financial due diligence, transactional tax advice/structuring
- Audit
- EIS/SEIS
- Acquisitions
- Tax planning
- Outsourced accounting
- R&D tax reliefs
- CoSec services
Allan Wilson
Chris Wilson
Philippa Duckworth
Zoe Hellmuth
Adam Wardle
Dan James
Steve Lawrey
Katie Hathaway
Duncan Bye
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 often take on new clients that are worried that they’re paying too much tax or aren’t taking advantage of the opportunities open to them.
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One of the most common questions we get from prospects or clients is, ‘why do I need management reporting’? The answers will differ to some degree…
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Anthony Francis, Pelican Capital
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Introduce yourself… I'm Company Secretarial Director at Wilson Partners, having established the department in 2012. I am a Chartered Secretary in Public Practice and a Fellow of the Chartered Governance Institute. Following a corporate career in…
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