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:

We’ve put together a summary of the key points from Jeremy Hunt's Autumn Statement. Download our free report.

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Latest blog:

No one likes to talk about death and hardly anyone like to talk about tax, so Inheritance Tax (IHT), being a tax that is predominantly in point when someone dies, is a difficult topic and one many don’t think about during their lifetime. Our latest…

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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:

Following our November 2023 employee survey with Best Companies, we were delighted to be recognised as an ‘outstanding’ two star company to work for.

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Latest blog:

Meet Trina Hill, our Company Secretarial Director.

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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