“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.

Tax eNews:

To increase compliance with the off-payroll working rules in the private and voluntary sectors, organisations receiving an individual’s services (where the individual works through their own intermediary, most commonly their own limited company) are…

More

Latest blog:

But and this is a big BUT, and the most important piece of the article! Keep communicating with and listening to your people. Remember that if there’s a surplus of jobs then other businesses will be looking at (and probably talking to) your people…

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:

Well a month is a long time in Covidsville and it feels like a case of ‘here we go again’. Alas, we are in a much better position with the vaccine rollout and combined with a slightly more cautious approach, we hope that this will be enough to…

More

Latest blog:

I am Amie Ellison, Audit & Accounts Senior at Wilson Partners and am newly qualified. I also head up Wilson Partners social committee and am a member of the Thames Valley Young Professionals...who knew accountants could be so much fun!

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.

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