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.
Services for private individuals
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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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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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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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Meet Trina Hill, our Company Secretarial Director.
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.
Allan Wilson
Chris Wilson
Philippa Duckworth
Zoe Hellmuth
Adam Wardle
Dan James
Steve Lawrey
Katie Hathaway
Duncan Bye
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.