Business Details
18 Years
experience
Trusted Accounting & Tax Services in Maidenhead
Wilson Partners combines financial expertise, experience, and accessibility with a deep understanding of clients' needs to help achieve their goals. Established in 2008 in Maidenhead, Berkshire, the firm offers integrated accounting, tax, and corporate finance solutions tailored to businesses, investors, and private clients. With offices across the South of England, London, and South Africa, the team prioritises client success through a culture of collaboration, innovation, and continuous development.Their approach focuses on the bigger picture, not just numbers, ensuring clients receive strategic advice aligned with their objectives. The firms directors and team are committed to making a positive impact, both for clients and the wider community, while maintaining a strong emphasis on wellbeing and culture.
Services
Accounting Services
Tax Planning
Corporate Finance
R&D Tax Reliefs
Payroll Services
Audit & Assurance
Business Valuations
Tax Investigations
Details
- Year established: 2008
Highlights and features
- Client-centric approach with tailored financial solutions
- Experienced team of Chartered Accountants and industry specialists
- Innovative strategies for tax efficiency and business growth
- Recognised as a top workplace in the South of England
- Comprehensive services spanning accounting, tax, and corporate finance
Associations and certifications
- ICAEW
What people say
Expertise in R&D tax credits
Proactive financial guidance
Personalised client support
Strategic business advice
Reliable compliance management
Services
Accounting Services
Wilson Partners provides comprehensive accounting services, including financial reporting, bookkeeping, and compliance. Their team ensures accurate and timely financial records, enabling businesses to meet regulatory requirements and make informed decisions. Clients benefit from tailored solutions that streamline financial processes and enhance transparency.
Tax Planning
The firm offers strategic tax planning to optimise liabilities for businesses and individuals. Services include inheritance tax mitigation, international tax advice, and compliance with HMRC regulations. Their experts help clients navigate complex tax frameworks while ensuring legal compliance and financial efficiency.
Corporate Finance
Wilson Partners delivers corporate finance solutions, including mergers and acquisitions, fundraising, and business valuations. Their team supports clients through strategic transactions, providing due diligence, financial modelling, and exit planning to maximise value and achieve long-term growth objectives.
R&D Tax Reliefs
Specialist R&D tax relief services help businesses claim government incentives for innovation. The team identifies qualifying activities, prepares claims, and ensures compliance with HMRC guidelines. Clients receive tailored support to reinvest refunds into further research and development.
Payroll Services
Comprehensive payroll services ensure accurate and compliant employee payment processing. The firm manages payroll calculations, tax deductions, and reporting, reducing administrative burdens. Clients benefit from seamless integration with accounting systems and expert guidance on employment-related tax obligations.
People
Allan Wilson
Managing Director
Co-founder of Wilson Partners, Allan Wilson leads with a focus on client relationships and strategic growth. With over two decades of experience, he champions a client-first ethos, ensuring the firm's services align with business and personal objectives.
Chris Wilson
Director
Co-founder Chris Wilson drives the firm's operational excellence and team culture. His expertise in accounting and business strategy supports clients across sectors, fostering long-term partnerships built on trust and commercial insight.
Dan James
Director - Head of Corporate Finance
Dan James specialises in corporate finance, guiding clients through mergers, acquisitions, and fundraising. His strategic approach helps businesses unlock value and achieve sustainable growth, supported by deep sector knowledge and transactional expertise.
Steve Lawrey
Director - Head of Tax
Steve Lawrey leads the tax team, offering expert advice on compliance, planning, and R&D incentives. His client-focused solutions ensure tax efficiency while navigating complex regulatory landscapes to maximise returns.
Emma Montgomerie
Director of Employee Experience
Emma Montgomerie champions workplace wellbeing and culture at Wilson Partners. Her initiatives foster a supportive environment, enhancing team development and ensuring staff thrive alongside the firm's growth objectives.
Questions
What accounting services does Wilson Partners offer?
Wilson Partners provides financial reporting, bookkeeping, audit, and compliance services tailored to SMEs, ensuring accurate records and regulatory adherence.
How can R&D tax reliefs benefit my business?
R&D tax reliefs reduce liabilities by rewarding innovation. Wilson Partners identifies qualifying activities and maximises claims for reinvestment into growth.
What corporate finance services are available?
Services include mergers, acquisitions, fundraising, and valuations, supported by strategic due diligence and financial modelling to enhance business value.
Do they operate outside Maidenhead?
Yes, Wilson Partners serves clients across the UK with offices in London, Cambridge, Sevenoaks, Plymouth, and Woking.
Videos
