Business Details
18 Years
experience
Expert Accounting & Tax Services in Maidenhead
Wilson Partners was established in 2008 in Maidenhead, Berkshire, by brothers Allan and Chris Wilson. Our firm combines financial expertise, accessibility, and a deep understanding of client needs to help businesses, investors, and private clients achieve their goals. With offices in Maidenhead, Cambridge, Sevenoaks, Woking, Oakham, Plymouth, and South Africa, we serve clients across the South of England, London, and beyond. Our team of directors and specialists brings decades of combined experience in accounting, tax, and corporate finance, prioritizing a client-centric approach that emphasizes long-term relationships and strategic growth. We are committed to maintaining a unique culture that values collaboration, innovation, and continuous development for both our team and clients.Our services span audit, tax compliance, R&D tax reliefs, corporate finance, and outsourced accounting, tailored to support SMEs, private equity investors, and individuals. We hold accreditations from the ICAEW for probate work and are registered to conduct audit services in the UK. Our mission is to empower clients through actionable insights, ensuring they can focus on what matters most to themwhether thats growing their business, planning for retirement, or balancing professional and personal life. We pride ourselves on being approachable, proactive, and dedicated to making a tangible difference in the lives of our clients and the wider community.
Services
Accounting Services
Tax Planning
Corporate Finance
R&D Tax Reliefs
Audit
Payroll Services
Outsourced Finance
Probate Services
FCA Compliance Reporting
Business Valuations
Details
- Year established: 2008
Highlights and features
- We have over two decades of experience in R&D tax reliefs and corporate finance.
- Our team includes ICAEW-accredited probate specialists.
- We provide tailored solutions for SMEs, private equity investors, and private individuals.
- We maintain a client-centric culture with direct access to senior professionals.
- Our services are supported by audit registrations with the Institute of Chartered Accountants England and Wales.
Associations and certifications
- ICAEW
What people say
Expertise in R&D tax reliefs
Proactive client support
Strategic corporate finance advice
Collaborative team culture
Tailored accounting solutions
Services
Accounting Services
Wilson Partners offers comprehensive accounting services, including audit, financial reporting, and outsourced finance functions. Our team ensures compliance with regulatory standards while providing actionable insights to support business growth. Clients benefit from tailored solutions that enhance financial clarity and strategic decision-making.
Tax Planning
Our tax planning services cover compliance, advisory, and international private client needs. We specialize in R&D tax reliefs, inheritance tax, and US tax services, helping clients minimize liabilities while maximizing opportunities. Expert guidance ensures alignment with evolving tax regulations.
Corporate Finance
Wilson Partners provides corporate finance expertise in fundraising, mergers, acquisitions, and business valuations. We support clients through financial due diligence, transactional tax advice, and strategic growth planning, leveraging deep sector knowledge to deliver value-driven outcomes.
R&D Tax Reliefs
We assist businesses in claiming R&D tax reliefs, including SME schemes and RDEC. Our team navigates complex legislation to identify qualifying activities, ensuring robust documentation and compliance. Clients receive support with HMRC enquiries and grant applications to maximize returns.
Probate Services
As ICAEW-accredited probate specialists, we offer expert estate administration services. Our approach ensures efficient handling of wills, trusts, and inheritance matters, providing clients with clarity and compliance in managing complex probate processes.
People
Allan Wilson
Managing Director
Allan co-founded Wilson Partners in 2008, driving its growth and strategic direction. With extensive experience in accounting and corporate finance, he focuses on building long-term client relationships and fostering a collaborative team culture.
Chris Wilson
Director
Chris Wilson, co-founder, oversees operational excellence and client service delivery. His expertise in audit and financial reporting ensures clients receive technically robust and commercially relevant advice aligned with their growth objectives.
Dan James
Director - Head of Corporate Finance
Dan leads corporate finance initiatives, specializing in M&A transactions and strategic growth advisory. His sector-specific insights help clients navigate complex deals and achieve sustainable business growth through informed financial decisions.
Steve Lawrey
Director - Head of Tax
Steve oversees tax services, including R&D reliefs and international tax planning. With deep expertise in compliance and advisory, he helps clients optimize tax positions while mitigating risks in dynamic regulatory environments.
Emma Montgomerie
Director of Employee Experience
Emma champions workplace wellbeing and culture at Wilson Partners. Her focus on employee development and engagement ensures a motivated team that delivers exceptional service, reflecting the firms values of collaboration and innovation.
Questions
What accounting services does Wilson Partners offer?
We provide audit, financial reporting, outsourced finance, and FCA compliance services tailored to SMEs and private clients.
Can Wilson Partners assist with R&D tax claims?
Yes, we specialize in identifying qualifying R&D activities, preparing claims, and supporting HMRC enquiries.
Do you offer corporate finance advisory?
Yes, our services include mergers, acquisitions, fundraising, and business valuations with sector-specific expertise.
Are your tax services available for international clients?
Yes, we provide cross-border tax planning and compliance for private clients and businesses.
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Reviews (4)
R. & T.
Dec 06, 2021
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Critical:Professionalism,Responsiveness
Emailed and spoke to a person from their company, promised to get back to me. Five emails and 10 months later - still nothing to be seen. Unprofessional and just bad customer service.
Emailed and spoke to a person from their company, promised to get back to me. Five emails and 10 months later - still nothing to be seen. Unprofessional and just bad customer service.
Dan Holt
Nov 02, 2018
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Have worked personally with Duncan for 2 years now from Wilson Partners and could not recommend him any more highly. An absolute delight to work with and adds so much value to our financial strategy.
Jeremy Cuthbert
Oct 07, 2018
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A great, commercially minded team whose expertise is a great addition to any business wanting to go places. I continue to happily recommend them.
Inbound Digital Marketing
Jul 09, 2018
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We have worked with Wilson Partners for 3 years and it was one of the best decisions we ever made. Fantastic company. Highly strategic and challenging. Exactly what you need in an accountancy firm!
