“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:

HMRC is warning organisations about the use of mini umbrella companies in the labour supply chain and the need to carry out due diligence to protect the organisation from financial and reputational damage. Without a careful review of their labour…

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Who are you? Hi, I am Dan James, owner manager of Wilson Partners, husband to Louisa, Daddy to Megan (8) and Cleo (6), avid Tottenham fan and follower of Welsh rugby. I grew up in Thame, Oxfordshire, before moving to Aylesbury, Buckinghamshire, to…

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Latest News:

BEWARE MINI-UMBRELLA COMPANY FRAUD HMRC are urging businesses to look out for the use of mini-umbrella companies (MUCs) to pay contractors supplying their labour via agencies and other intermediaries. Businesses need to be aware of the financial and…

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Latest blog:

Who are you? My name is Jodie, I am 29 years old and a single mum of two boys that are 5 and 2. I also work full time and I am the treasurer of the PTA at my son’s school. I started working in Tax in 2012 as an apprentice, I am AAT and ATT qualified…

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