Business Details
18 Years
experience
Trusted Chartered Accountants in Maidenhead
Wilson Partners is a dynamic accounting firm established in 2008, dedicated to empowering businesses, investors, and private clients through innovative financial solutions. Our team of Chartered Accountants combines technical expertise with a deep understanding of client needs, offering tailored services in accounting, tax, corporate finance, and business advisory. With offices across the South of England and a growing team of directors and specialists, we prioritise client success by fostering long-term relationships built on trust and strategic insight. Our culture of continuous development ensures both our clients and team members thrive, reflecting our belief that business is about people, not just numbers. We serve diverse sectors including life sciences, technology, and professional services, helping clients navigate challenges from startup to exit.Our commitment to excellence is evidenced by our ICAEW accreditation and registrations for audit work, ensuring compliance with the highest industry standards. By focusing on the big picture rather than just financial details, we enable clients to make informed decisions that align with their personal and business objectives. Our approachable team provides direct access to senior resources, ensuring swift decision-making and responsive support. From R&D tax reliefs to corporate finance transactions, we deliver value-added services that drive growth and sustainability. As a B1G1 member, we also uphold our responsibility to contribute positively to society beyond traditional accounting services.
Services
Accounting Services
Tax Planning
Corporate Finance
R&D Tax Reliefs
Audit Services
Payroll Management
Business Valuations
Financial Modelling
Tax Investigations
Company Secretarial
Details
- Year established: 2008
Highlights and features
- We offer 15+ years' experience in SME accounting and tax advisory
- Our team includes ICAEW-accredited probate specialists
- We provide direct access to senior directors for swift decision-making
- We maintain ISO 9001 standards in service delivery
- We combine technical expertise with commercial business understanding
Associations and certifications
- ICAEW
What people say
Expert tax advice
Responsive team
Strategic business insight
Reliable accounting services
Proactive support
Services
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, year-end accounts, and management reporting. Our services ensure compliance with UK accounting standards while delivering actionable financial insights. Clients benefit from cloud accounting systems and real-time financial visibility.
Tax Planning
Our tax specialists offer strategic planning for corporation tax, inheritance tax, and international tax matters. We help businesses optimise tax positions while maintaining compliance. Services include tax health checks and mitigation strategies for M&A transactions.
Corporate Finance
We support business growth through M&A advisory, fundraising, and exit strategies. Our team provides financial due diligence, business valuations, and transaction support for companies seeking investment or acquisition opportunities.
R&D Tax Reliefs
We help technology and science-based companies claim R&D tax credits. Our specialists identify qualifying activities, prepare claims, and provide audit support. Clients receive enhanced tax deductions and cash refunds for innovation investments.
Audit Services
Our ICAEW-registered audit teams perform statutory audits for companies requiring independent assurance. We combine technical expertise with sector-specific knowledge to deliver efficient audit processes and compliance with regulatory requirements.
People
Allan Wilson
Managing Director
Co-founder with 20+ years' experience in accounting and business advisory. Specialises in strategic growth and exit planning for owner-managed businesses.
Chris Wilson
Director
Co-founder focusing on client relationships and firm strategy. Brings extensive experience in SME finance and corporate transactions.
Dan James
Head of Corporate Finance
Corporate finance specialist with expertise in M&A transactions and business valuations. Leads deal advisory team for mid-market companies.
Steve Lawrey
Head of Tax
Tax expert specialising in corporate and personal tax planning. Leads R&D tax credit claims and HMRC dispute resolution.
Emma Montgomerie
Director of Employee Experience
HR specialist focused on organisational culture and wellbeing. Oversees talent development and team engagement initiatives across offices.
Questions
What accounting services do you offer for SMEs?
We provide full accounting services including bookkeeping, financial reporting, payroll, and management accounts tailored to SME needs.
How can R&D tax credits benefit my business?
We help businesses claim 86-186% enhanced deductions for qualifying R&D activities, improving cashflow and funding innovation.
Do you provide audit services for listed companies?
Our ICAEW-registered audit teams provide statutory audit services for companies requiring compliance with financial reporting standards.
What corporate finance services do you offer?
We support mergers, acquisitions, fundraising, business valuations, and exit strategies with specialist corporate finance expertise.
How do you handle tax investigations?
Our tax specialists provide full support during HMRC investigations, including documentation preparation and representation.
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