Ward Williams
Ward Williams is a chartered accountancy and tax advisory firm headquartered in Weybridge, Surrey, serving SMEs, owner-managed businesses, and high-net-worth individuals across South East England from three offices with audit, tax, corporate finance, and probate services.
- Company typePrivate
- Founded1992
- HeadquartersWeybridge, United Kingdom
- Headcount101–250
- GTM typeB2B
- OfferingServices
Ward Williams firmographics
Firmographics- Name
- Ward Williams
- Legal name
- Ward Williams Limited
- Website
- https://wardwilliams.co.uk
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Ward Williams is a chartered accountancy and tax advisory firm headquartered in Weybridge, Surrey, serving SMEs, owner-managed businesses, and high-net-worth individuals across South East England from three offices with audit, tax, corporate finance, and probate services.
- Ownership category
- akta.pro rank
Ward Williams industry classification
Industry- Product category
- Chartered Accountancy and Tax Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282)
- akta.pro primary industry
- Estate & Probate Administration Services (FSAEAKAD)
- akta.pro secondary industries
- Estate Administration & Probate Services (FSAAANAE), Estate & Legacy Planning Advisory (FSAEAAAG), Estate, Gift & Trust Valuation (BPAHANAL)
Keywords
Where Ward Williams is headquartered
LocationHeadquarters
- HQ city
- Weybridge
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Ward Williams business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales
Revenue model
- Professional Services – Accountancy & Audit: Statutory accounts preparation, management accounts, audit and assurance services for companies, charities, pension schemes, academies, and solicitors. Delivered on a recurring basis as compliance and annual cycle work.
- Tax Advisory & Compliance: Corporate tax, personal tax compliance and planning, inheritance tax, R&D tax credits, Patent Box, international tax, and HMRC investigation support. Mix of project-based and recurring annual compliance.
- Estate Planning, Wills, LPAs & Probate: Estate planning, will writing, lasting powers of attorney, trusts, and probate administration. One-time project work supplemented by ongoing relationship revenue.
- Outsourced Solutions: Payroll processing (including auto-enrolment), bookkeeping, company secretarial, and VAT services. Typically delivered as recurring monthly/periodic service engagements.
- Corporate Finance: M&A advisory, business valuations, succession planning, exit strategies, acquisition finance, and due diligence. Transaction-based revenue.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Probate Advisory – Hourly Rate |
| Other | Pay-as-you-go | Probate – Preparation & Submission (IHT Return + Probate Application) |
| Other | Pay-as-you-go | Probate – Full Administration of the Estate |
| Subscription | Annual | Tax Enquiry Fee Protection Service |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Ward Williams product offering
Product offeringCore offering
Ward Williams is a chartered accountancy and tax advisory firm selling recurring compliance and advisory professional services. Core offerings include business accountancy (statutory accounts, management accounts), audit and assurance, corporate and personal tax compliance and planning, R&D tax credits and Patent Box advisory, estate planning, wills, lasting powers of attorney, licensed probate and estate administration, and outsourced finance functions (payroll, bookkeeping, VAT, company secretarial, auto-enrolment). Services are delivered by qualified directors and senior staff across three South East England offices, supported by Xero, QuickBooks, Sage, the docSafe client portal, and the Finance Touch mobile app.
Product overview
Ward Williams is a chartered accountancy and tax advisory firm offering a comprehensive suite of professional services across three main pillars: Business Services (accountancy, audit, tax, corporate finance, and outsourced solutions including payroll, bookkeeping, VAT, company secretarial, and auto-enrolment), Private Client Services (personal tax compliance and planning, estate planning, probate, wills, and lasting powers of attorney), and specialist advisory including international tax, R&D tax credits, and Patent Box. The firm operates as a traditional professional services practice rather than a software platform, with services delivered through experienced qualified professionals across offices in Weybridge, Uxbridge, and Sunninghill. Technology integrations include Xero, QuickBooks, and Sage accounting software, supported by proprietary client portals and the Finance Touch mobile app for mileage tracking and receipt management.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Accountancy Services Financial reporting and advisory services for owner-managed businesses, including statutory accounts preparation, management reporting, and accounting systems advice.
- Audit and Assurance Services Independent audit and assurance services providing statutory audits, risk assessments, internal controls insight, and compliance verification for larger and regulated organisations including companies, charities, pension schemes, academies, and solicitors.
- Corporate Tax Services Corporate tax compliance, planning and advisory services including R&D tax credits, Patent Box, international tax, and tax relief optimisation for UK businesses.
- Personal Tax Services Personal tax compliance and planning services including self-assessment returns, capital gains tax, dividend planning, and pension tax planning for individuals and business owners.
- Estate Planning Services Estate planning including inheritance tax planning, wills, trusts, lasting powers of attorney, and succession planning for individuals, families, and business owners.
- Probate and Estate Administration
- Outsourced Payroll Solutions Full outsourced payroll processing including RTI submissions, auto-enrolment, BACS payments, and payroll compliance for businesses of all sizes, delivered through the myePay platform.
- Bookkeeping Services
- VAT Services VAT registration, return submissions, partial exemption calculations, and general VAT compliance and planning support for UK and international operations.
- Company Secretarial Services Companies House compliance including confirmation statements, share structuring, statutory registers maintenance, registered office facility, and corporate governance support.
- Auto-Enrolment Services Workplace pension auto-enrolment compliance including scheme registration, workforce assessment, employee communications, and ongoing pension administration.
- Corporate Finance Services Corporate finance advisory including start-up finance, acquisition finance, business valuations, succession planning, management buy-outs, and exit strategies.
- International Tax Services Cross-border tax planning including transfer pricing, expatriate tax advice, double tax treaty planning, and UK/non-UK resident tax planning.
- Entrepreneurs Tax Advisory Tax planning for entrepreneurs including Seed Enterprise Investment Scheme (SEIS), Enterprise Investment Scheme (EIS), and entrepreneurs relief guidance.
- Patent Box Services Patent Box regime election and compliance support to help companies achieve an effective 10% corporation tax rate on qualifying IP profits.
- Research and Development Tax Credits R&D tax credit claims for SMEs and large companies, including additional information form submission and HMRC enquiry support.
- Tax Enquiry Fee Protection Service Insurance-backed annual protection covering professional fees for HMRC enquiries, compliance checks, and investigations across corporation tax, income tax, PAYE, VAT, CIS, capital gains tax, and inheritance tax, with up to £100,000 coverage per claim.
- Finance Touch Mobile App Mobile application with GPS mileage tracking, photo receipt management, tax calculators, key tax dates, and business news access, available on iOS and Android as a client engagement tool.
Companies that use Ward Williams
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles4 records
Ward Williams technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Ward Williams partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- XerocoreWard Williams is a Xero Platinum Partner and Xero Gold Champion Partner. The firm implements and supports Xero cloud accounting software for clients and appears on Xero's advisor directory. Andrew Webb is an Xero specialist with a Platinum partner badge displayed on his profile. The firm also developed Xero-certified workflows.
- ICAEW (Institute of Chartered Accountants in England and Wales)coreWard Williams is a member of ICAEW and holds an ICAEW Business Advice Service (BAS) and Business Finance Advice Scheme (BFA) membership. The firm is also ICAEW-accredited for probate services (reserved legal service of non-contentious probate). ICAEW accreditation is a core trust credential.
- Society of Will WriterscoreWard Williams is a member of the Society of Will Writers. Dipesh Parmar is a qualified member of the Society of Will Writers, enabling the firm to provide specialist will writing and succession planning services.
- Society of Probate PractitionerscoreDipesh Parmar is a qualified Probate Practitioner. Malcolm McKinnell is a qualified probate advisor. The firm is ICAEW-accredited for probate and licensed to provide non-contentious probate services in England and Wales.
- CIPP (Chartered Institute of Payroll Professionals)minorCarla Johnson (Payroll Manager) is undertaking a CIPP payroll management degree programme with an advanced payroll practitioner certificate. CIPP membership ensures the payroll team stays current with payroll legislation and statutory changes.
- ACCA (Association of Chartered Certified Accountants)coreColin Hamilton qualified with ACCA in 2001 and has over 25 years of practical experience. ACCA qualification and affiliation provides the professional framework for audit and assurance services.
Scale indicators3 records
Recent moves8 records
Expansion highlights6 records
Ward Williams competitors and assessment
Company assessmentDirect peers
- Crowe UK: Crowe UK is a mid-tier UK chartered accountancy firm offering accountancy, audit, tax, corporate finance and advisory services to SMEs, owner-managed businesses and private clients. Highly comparable in service mix, target segments and mid-tier positioning to Ward Williams.
- Mazars UK: Mazars is an international mid-tier accounting and advisory firm with a significant UK practice covering audit, tax, outsourcing, and private client services. Directly comparable in service breadth and SME/private client focus, though operating at greater scale.
- RSM UK: RSM UK is a leading mid-tier audit, tax and consulting firm serving owner-managed businesses, corporates and private clients across the UK. Comparable in target segments, full-service offering and mid-tier positioning to Ward Williams.
- MHA (formerly MacIntyre Hudson): MHA is a UK top-20 accountancy and advisory group providing accountancy, audit, tax, corporate finance and outsourced services to SMEs and private clients. Closely comparable in service breadth and SME/private client mix.
- Bishop Fleming: Bishop Fleming is a regional UK chartered accountancy firm with multiple South West offices offering accountancy, tax, audit and advisory services to SMEs and private clients. Comparable in regional mid-tier positioning, service mix and culture-led brand.
- Kreston Reeves: Kreston Reeves is a South East England-based chartered accountancy and advisory firm offering accountancy, tax, audit, corporate finance and private client services. Highly comparable in geography, service mix and target segments to Ward Williams.
- Moore Kingston Smith: Moore Kingston Smith is a UK chartered accountancy firm serving SMEs, not-for-profits, private clients and owner-managed businesses with accountancy, tax and advisory services. Comparable in service breadth and target client mix to Ward Williams.
- Saffery Champness: Saffery Champness is a UK top-20 chartered accountancy firm with strong private client, owner-managed business and not-for-profit practices. Comparable in private client / estate planning depth and SME focus, though operating at greater scale.
- Hazlewoods: Hazlewoods is a Gloucestershire/West of England-based chartered accountancy firm providing accountancy, tax, audit and advisory services to owner-managed businesses and private clients. Comparable in regional mid-tier model and full-service offering.
Broad incumbents
- BDO UK: BDO is a global top-10 accounting and advisory network with a substantial UK practice serving owner-managed businesses, mid-market corporates and private clients. Overlapping capabilities across audit, tax and advisory make it a broad incumbent reference point.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Ward Williams social profiles
Digital presenceWard Williams compliance and trust
Trust signalCompliance4 records
Ward Williams financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ward Williams leadership team
Management profileNumber of profiles
Profiles15 records
Ward Williams funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ward Williams M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ward Williams
What does Ward Williams do?
Ward Williams is a chartered accountancy and tax advisory firm selling recurring compliance and advisory professional services. Core offerings include business accountancy (statutory accounts, management accounts), audit and assurance, corporate and personal tax compliance and planning, R&D tax credits and Patent Box advisory, estate planning, wills, lasting powers of attorney, licensed probate and estate administration, and outsourced finance functions (payroll, bookkeeping, VAT, company secretarial, auto-enrolment). Services are delivered by qualified directors and senior staff across three South East England offices, supported by Xero, QuickBooks, Sage, the docSafe client portal, and the Finance Touch mobile app.
Is Ward Williams a public or private company?
Ward Williams is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ward Williams founded?
Ward Williams was founded in 1992. It employs 101 to 250 people.
Where is Ward Williams based?
Ward Williams is headquartered in Weybridge, United Kingdom, in the Europe region.
How does Ward Williams make money?
Five revenue lines are on record. Professional Services – Accountancy & Audit is the primary driver. The others are tax Advisory & Compliance, estate Planning, Wills, LPAs & Probate, outsourced Solutions and corporate Finance.
Who are Ward Williams's main competitors?
Direct peers on record are Crowe UK, Mazars UK, RSM UK, MHA (formerly MacIntyre Hudson), Bishop Fleming, Kreston Reeves, Moore Kingston Smith, Saffery Champness and Hazlewoods. BDO UK is listed as a broad incumbent.
Does Ward Williams have an API?
No public API is recorded for Ward Williams.
What industry is Ward Williams in?
Ward Williams's product category is Chartered Accountancy and Tax Advisory Services. Its primary akta.pro industry code is FSAEAKAD, Estate & Probate Administration Services, with a secondary code of FSAAANAE, Estate Administration & Probate Services. Its NAICS code is 541211 and its SIC code is 8700.