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

Allan Wilson, Director, 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

Need some advice? Click here to fill in our enquiry form

Together thinking icon, abstract image of lightbulb moment with lightbulb and brain merged together half and half.

Togetherthinking.

Tax eNews:

Following the announcement in the Autumn Budget that there would be a review of the current R&D relief schemes. The treasury has issued a consultation document and we now have further details on the proposed changes to the R&D regimes.

More

Latest blog:

Dan James explains the mystery, intrigue and workings of the corporate finance world.

More

Download:

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.

More

Latest News:

We are proud to have chosen Alexander Devine Children’s Hospice Service as a chosen charity partner.

More

Latest blog:

Wilson Partners is proud to have chosen Alexander Devine Children’s Hospice Service as a chosen charity partner, who also reflect these core values.

More

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.

More

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.

Meet the team.
Force for good.

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

More

Giving Back Header.

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