Business Details
18 Years
experience
Expert Accounting & Tax Services in Maidenhead & London
Wilson Partners was established in 2008 with a vision to combine financial expertise with a client-centric approach. Our team of chartered accountants and corporate finance specialists brings decades of collective experience in delivering tailored solutions for businesses, investors, and private clients. We prioritise deep commercial understanding over mere number-crunching, focusing on strategic growth, tax optimisation, and business succession planning. Our accreditations from bodies like ICAEW underscore our commitment to professional excellence. With offices across the UK and a growing team of directors and specialists, we maintain a culture of innovation and client partnership.Our work extends beyond traditional accounting to include R&D tax reliefs, corporate finance advisory, and outsourced financial functions. We serve SMEs, private equity investors, and high-net-worth individuals, with a particular emphasis on helping businesses scale or transition ownership. Our sector-specific expertise spans life sciences, technology, and professional services, supported by a track record of successful M&A transactions and tax mitigation strategies.
Services
Accounting Services
Tax Planning
Corporate Finance
R&D Tax Reliefs
Outsourced Finance
Audit Services
Payroll Management
Business Valuations
Tax Investigations
Virtual FD
Details
- Year established: 2008
Highlights and features
- We have over 20 years of experience in chartered accountancy services
- Our team holds specialist accreditations from ICAEW and HMRC-recognised tax experts
- We provide sector-specific expertise across technology, life sciences, and professional services
- Our client retention rate exceeds 90% through long-term partnership approach
- We combine technical excellence with accessible, jargon-free financial advice
Associations and certifications
- ICAEW
- WP Audit Limited
- WP Audit Services LLP
What people say
Trusted partner
Practical approach
Quick decision-making
Significant value
Proportionate solutions
Services
Accounting Services
We deliver comprehensive accounting solutions including statutory reporting, bookkeeping, and financial statement preparation. Our services ensure compliance with UK GAAP and IFRS standards while providing actionable insights for business decision-making. Clients benefit from real-time financial visibility through cloud-based accounting systems.
R&D Tax Reliefs
Our specialists help businesses claim R&D tax credits by identifying qualifying activities and preparing compliant submissions. We navigate HMRC requirements for SMEs and large enterprises, with expertise in technical uncertainty resolution and claim optimisation across engineering, software, and life sciences sectors.
Corporate Finance
We provide end-to-end corporate finance services including business valuations, due diligence, and transaction support. Our team advises on MBOs, acquisitions, and fundraising with a focus on mid-market deals, achieving successful exits for business owners seeking retirement or expansion capital.
Tax Planning
Our tax specialists offer holistic planning across corporation tax, inheritance tax, and international structuring. We help clients optimise tax positions through reliefs like EIS/SEIS, patent box schemes, and family investment companies while maintaining full compliance with HMRC regulations.
Outsourced Finance
We provide interim financial leadership and outsourced accounting functions for growing businesses. Services include cashflow management, budgeting, and strategic financial reporting, delivered by experienced finance directors who act as extended members of client management teams.
People
Allan Wilson
Managing Director
Co-founder with 25+ years' experience in chartered accountancy. Specialises in business succession planning and corporate finance. Leads firm strategy while maintaining hands-on client advisory roles. Advocate for mental health in professional services.
Chris Wilson
Director
Co-founder and tax specialist with expertise in international tax structuring. Oversees firm operations and client relationships. Active in promoting accountancy profession development through mentoring programmes.
Dan James
Head of Corporate Finance
Corporate finance expert with 18 years' M&A experience. Specialises in mid-market transactions across technology and professional services sectors. Leads deal teams in valuations, due diligence, and exit strategy implementation.
Steve Lawrey
Head of Tax
Chartered tax adviser specialising in R&D tax reliefs and HMRC compliance. Manages tax investigation support and innovation tax credits claims. Regular speaker at industry events on tax mitigation strategies.
Emma Montgomerie
Director of Employee Experience
HR leader focused on organisational culture and wellbeing. Develops talent retention strategies and oversees professional development programmes. Champion of flexible working practices in accountancy firms.
Questions
What accounting services do you offer for SMEs?
We provide full accounting services including bookkeeping, financial reporting, year-end accounts, and cloud accounting implementation tailored to SME requirements across multiple sectors.
How can R&D tax credits benefit my business?
Eligible companies can claim up to 27% cash repayment on qualifying R&D expenditure. Our specialists identify qualifying activities and prepare compliant claims with HMRC.
What corporate finance services do you provide?
We offer business valuations, M&A advisory, fundraising support, and exit planning services with a focus on mid-market transactions and owner-managed businesses.
Do you handle international tax matters?
Yes, our team advises on cross-border tax structuring, US/UK tax compliance, and international private client taxation with specialist accreditation in these areas.
What makes your firm different from other accountants?
We combine technical excellence with accessible service delivery, sector-specific expertise, and long-term client relationships built on trust and commercial understanding.
How do you support business succession planning?
We provide comprehensive succession planning including ownership transition strategies, tax-efficient structuring, and exit route analysis tailored to business owners' personal and commercial objectives.
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