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:
General Election 2024 - what are main parties saying about tax? Both the Conservative and Labour parties have pledged not to increase income tax, national insurance or VAT...
Latest blog:
Can you imagine waiting for 800 years for an appointment? How about 30,000 days or 7 million hours? That’s how long, collectively, taxpayers reported waiting for an HMRC advisor in the 2023-24 tax year.
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We're proud to announce that Tom Bradbury and Paul Hyde have been recognised in this year's 35 under 35 awards.
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Meet keen golfer and dog lover Tyron, Senior Manager within the Corporate Finance Team.
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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.
Katie Hathaway
Bobby Battu
Sarah Clarke-Rae
Jenny Evans
Bhavika Nesbitt
David O’Farrell
Jack Brand
Amie Ellison
Danny Bignell
Yanelisa Mbaba
Aaron Sandhu
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.
We believe that businesses have responsibilities way beyond shareholders and employees, that’s why we are part of the B1G1 movement.