Allan Wilson, Wilson Partners
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:
- Investment planning services
- Retirement and pension planning services
- Inheritance tax and succession planning services
- Financial protection services
- Employee benefits advice
- Business protection advice
Talk to us today to find out more.
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Join the team
Neel Jobanputra
Katie Hathaway
Allan Wilson
Sieglinde O'Sullivan
Philippa Duckworth
Duncan Bye
Zoe Hellmuth
Prajakta Kaklij
Kayleigh Richardson Taylor
Ross Wilson
Dan James
Jodie Green
Adam Wardle
Gurpreet Singh
Chris Wilson
Steve Lawrey
Alan Ross
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.
