Wellden Turnbull

Name

Wellden Turnbull

Legal name

Wellden Turnbull Limited

Website

https://wtca.co.uk

Company type

Private

Founded year

1938

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Cobham

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Professional Services Fees: Recurring professional services revenue from providing accounting, tax advisory, audit, payroll, and company secretarial services to businesses and individuals on retainer/engagement basis
2. Business Advisory Services: Fees for business planning, M&A advisory, corporate finance, business valuations, and strategic growth consulting
3. Tax Investigation Services: Specialist services for HMRC tax investigations and enquiries

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Wellden Turnbull is an independent firm of Chartered Accountants, Tax Advisers and Statutory Auditors delivering outsourced accounting, audit, tax, payroll, and company secretarial services to SMEs, high net worth individuals, and international clients. The firm also offers specialist sector practices for hospitality, freelancers/contractors, construction, and medical professionals, supported by a Xero Platinum Partner technology stack and a proprietary AI invoice-capture tool called Briefcase.

Product overview

Wellden Turnbull is a firm of Chartered Accountants, Tax Advisers, and Statutory Auditors offering a portfolio of professional accountancy services rather than a unified software product. The core offering consists of accounting, audit, tax advisory, tax investigations, payroll, and company secretarial services delivered to businesses and individuals. Personal tax services cover self-assessment returns, personal tax planning, family tax planning, and divorce tax advice. International services address non-domiciles, expatriates, and cross-border transactions. Specialist sector practices serve hospitality, freelancers/contractors, construction, and medical professionals. Supporting the service delivery, the firm offers digital tools including a Client Portal (document access), Client File Upload, and Online Bill Payment. A proprietary add-on is Briefcase — an AI-powered invoice/receipt capture and automation tool that integrates with Xero and ApprovalMax, offered to clients at preferential rates.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Bookkeeping Services Outsourced accounts function covering day-to-day bookkeeping through to annual accounts preparation, including VAT records, management accounts, and software training. Offered to businesses from sole director freelancing businesses to international groups.
• Audit Services Statutory audit and assurance services delivered by Registered Auditors for SMEs, large corporates, groups, and other entities in compliance with ISAs (UK) and the Companies Act 2006.
• Tax Advisory and Planning Corporate tax planning and compliance services including tax strategy, HMRC liaison, and advice on tax-efficient extraction, group structure, and cross-border transactions.
• Tax Investigations Specialist representation and advice during HMRC tax investigations, enquiries, and prosecutions, including penalty mitigation, Alternative Dispute Resolution, and Tax Tribunal support.
• Payroll Services Full payroll bureau covering regular payroll runs, RTI submissions, online payslips, BACS payments, auto-enrolment pensions, and Real Time Information compliance, managed by a dedicated payroll department.
• Company Secretarial and Registered Office Company secretarial support including Companies House filings, routine filings, changes in company structure, share updates, and provision of a registered office address.
• Self-Assessment Tax Returns Preparation and submission of self-assessment tax returns for individuals, sole traders, and partners via an online information submission portal, covering employment income, pension income, bank interest, and gift aid.
• Personal Tax Planning Personal tax planning for individuals and high-net-worth clients, including income tax, capital gains tax, inheritance tax, trust planning, and family tax strategies.
• Family and Children Tax Planning Tax planning services covering inheritance tax, gifts out of income, family-owned businesses, and generational wealth transfer strategies.
• Divorce Tax Advice Tax advice on the financial implications of divorce, including the tax treatment of asset division, maintenance payments, and business interests.
• International Tax Services International services including expatriate tax advice, non-resident CGT, non-domicile taxation, UK subsidiary setup, business relocation in/out of the UK, double tax treaties, and cross-border structuring.
• Hospitality Industry Accounting Specialist accounting, tax, and compliance services for restaurants, hotels, pubs, and catering businesses, addressing seasonal trading, complex VAT requirements, and cash flow management.
• Freelancers and Contractors Services Accounting and tax services for freelancers and contractors, including IR35 compliance, expense management, and optimising take-home pay while meeting HMRC requirements.
• Construction Industry Accounting Accounting services for builders, contractors, subcontractors, and tradespeople covering CIS deductions, project accounting, plant and machinery allowances, and construction-specific VAT rules.
• Medical Professionals Accounting Specialist accounting for GPs, consultants, dentists, and healthcare practitioners, covering locum payments, practice partnerships, NHS pension contributions, and complex tax considerations.
• Briefcase AI-powered invoice and receipt capture software offered to Wellden Turnbull clients at preferential rates. Integrates with Xero and ApprovalMax; uses AI to read invoices, suggest categories, apply VAT treatment, identify duplicates and prepayments, and auto-publish to Xero.

Quantifiable outcome

• 80 years combined professional accountancy experience available to clients
• +1 more outcomes

Named customers6 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability7 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationXero Accredited and Platinum Partner - the highest partnership tier. The firm utilises Xero as its primary cloud accounting platform and offers Xero training and support to clients. Being a Platinum Partner indicates significant expertise and client volume on the platform.
• ICAEW (Institute of Chartered Accountants in England and Wales)coreTechnology or IntegrationICAEW-regulated firm and ICAEW Authorised Training Employer. The firm trains ACA trainees and is accredited to provide professional qualifications. This regulatory relationship is fundamental to the firm's credibility and operations.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Haines Watts: UK mid-tier chartered accountancy group of comparable size, multi-office, serving SMEs and owner-managed businesses with accounting, tax and advisory services. Direct comparable on size, geography and client mix.
• MHA MacIntyre Hudson: UK top-20 chartered accountancy and advisory firm offering audit, tax, payroll and sector-specialist services to SMEs and HNW clients. Closely comparable service portfolio and ICAEW-regulated mid-market positioning.
• Kreston Reeves: UK chartered accountancy firm of similar headcount serving SMEs, HNW individuals and international clients across Kent/London/Surrey. Comparable on sector breadth, personal tax focus and use of cloud accounting platforms.
• Carpenter Box: Independent chartered accountancy firm in the South East of England of comparable size, providing audit, tax, advisory and cloud accounting services to SMEs and HNW clients. Strong overlap on geography and target segments.
• Crowe UK: Mid-tier UK accounting and advisory network with audit, tax and consulting offerings to SME and mid-market clients. Comparable service mix with a slightly larger network footprint.

Broad incumbents

• RSM UK: Larger UK mid-tier accounting, tax and consulting firm with national coverage. Overlaps on audit, tax advisory and SME services but operates at materially greater scale.
• BDO UK: Top-5 UK accountancy and advisory firm with extensive audit, tax and international services. Significant overlap in SME, HNW and international tax work but at much larger scale.
• Forvis Mazars UK: Major international accounting and advisory firm with a substantial UK practice. Competes on audit, tax and SME advisory but with global resources Wellden Turnbull cannot match.

Emerging players

• Pilot: Tech-enabled bookkeeping, accounting and tax service for SMEs that combines software automation with dedicated accountants. Represents the new model of cloud-native, AI-augmented accountancy competing for the same SME client wallet.
• Botkeeper: AI-driven bookkeeping and accounting automation platform serving accounting firms and their SMB clients. Adjacent to Briefcase - illustrates the AI-enabled bookkeeping category that is reshaping the SME accounting stack.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/Accounts_london

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wellden Turnbull