What we do

We’re a group of business enthusiasts, who just happen to be accountants and we’re here to help you realise your ambitions.

Tomorrow. Today

Tomorrow’s accountant is an extension of your team, a key partner in your network, a trusted adviser you can rely on to bring something different to you or your business and to challenge you when you’re not being challenged. Ideas and tools designed to help you, your team and your business thrive and achieve success, whatever success means to you. We are tomorrow’s accountants, today.

Clients often want to work with us because they’re frustrated at the lack of information and advice they have had from their existing advisors. They’re worried that they are paying too much tax, or they’re fed up spending too much time IN their business and not enough ON it, which is having a negative effect on their enthusiasm and wealth!

Of course, we can manage your finance function, assist with accounting and tax compliance as well as take advantage of opportunities such as R&D tax reliefs and the sale of your business. But we can also get you working more efficiently, get your cash flowing faster, provide up to the minute reports for decision making as well as advising on your private wealth management, your business exit or an acquisition. And in doing all this we help you sleep better at night, get clarity on the options available and maximise the opportunities that lie ahead.

Our services for SMEs
Business advisory journey

Business advisory journey

Maximising your investment

At Wilson Partners, we offer a comprehensive range of sector-agnostic services for active and engaged private equity investors. Every one of our clients has their own individual investment approach and objectives but they are typically investing between £1million and £50 million. Wilson Partners’ Corporate Finance team offers enhanced resource and capacity, unrivalled access to our most senior people, opinion-led reporting and analysis and a complete one-stop shop, including financial and tax due diligence, tax structuring, financial modelling, and valuations for each transaction.

After the deal, we can work with your portfolio companies to make sure your interests remain aligned and the results are beyond your expectations.

Our services for private equity investors
Due Diligence

Due Diligence with Tom, Philip & Dan

Wealth matters

As a successful individual in a strong financial position, you will almost certainly have clear goals and priorities for the future. It might be reducing your tax burden, making your money work harder, securing a comfortable retirement or inheritance planning to maximise assets for your family. At Wilson Partners, we look to build long-term relationships and a level of trust that adds value and ensures you feel safe and confident in the advice that is given.

Whether it’s Inheritance Tax planning, setting up a trust or Family Investment Company, property taxation or tax compliance, we’ve got you covered.

Our services for private individuals

Sarah Clarke - Inheritance Tax

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Together thinking

Autumn Budget report November 2025

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.
beyond IPO

Accounting services – Beyond IPO

At Wilson Partners, we’re here to provide expert financial and strategic support as you embark on the next phase of your journey. Because we have so much experience in high growth businesses, we understand the nuances and complexities of post-IPO lif…
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Life at Wilson Partners

We believe work should be fulfilling and enjoyable. Life at Wilson Partners is about collaboration, growth, and genuine connections. Discover what makes our workplace unique and inspiring.

Team events: from celebrations to supporting charities

View our events

Giving back: a force for good

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Emma Montgomerie

Meet Emma Montgomerie, Head of Employee Experience

Meet Emma
Call us on 0330 057 6265 for a no-obligation chat