Wealth Management Services Maidenhead - Wilson Partners
“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.

Tax eNews:

It’s not too late to undertake some end of year tax planning. If you have some spare cash, an obvious tax planning point would be to maximise your ISA allowances for the 2023/24 tax year (currently £20,000 each).

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Latest blog:

Let’s face it, none of us want to think about when we’re going to die, let alone talk about it, or consider if there’s going to be a tax bill waiting for our loved ones once we’re gone. But it’s really important to understand what your Estate is…

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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 confidence barometer has shifted 4pts to the good, sitting at 68 and bang in the middle of the low and high of the past two years, it suggests that not much has changed, but drilling into the detail a little more, some positive signs are…

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Latest blog:

Certain firms exclusively pursue large-scale deals exceeding £100 million, while others concentrate on smaller transactions. Furthermore, some firms differentiate themselves with distinctive expertise, effectively assisting companies in…

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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.

Force for good.

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