Wormald and Partners

What Wormald and Partners does

Wormald and Partners is a chartered accountancy practice headquartered in Bristol, UK, with offices at Brunel House on The Promenade in Clifton and at Redland House on Redland Road. The firm is a member of the Institute of Chartered Accountants in England and Wales (ICAEW) and operates as a private professional services partnership. It serves small and medium-sized enterprises, sole traders, landlords, and owner-managed businesses, primarily across Southwest England. Headcount is approximately 23 staff structured as 3 Partners, 3 Managers, 2 Qualified, 2 Trainees, and 9 Other roles.

The firm’s service offering spans accounting, tax, payroll, business advice, and probate, delivered through digital channels including a website, LinkedIn, Facebook, and email. Its technology stack is anchored in certified cloud accounting partnerships — Xero (Certified), QuickBooks (Platinum), and Sage (Gold) — supplemented by Dext and Hammock integrations, giving the practice the ability to serve clients on multiple cloud platforms and to standardise data capture for compliance and advisory work. The firm is GDPR compliant and is actively positioning for the HMRC Making Tax Digital (MTD) for Income Tax regime that takes effect in April 2026.

Revenue is generated through fee-for-service professional engagements typical of UK chartered accountancy practices, with pricing structured around the engagement type, complexity, and recurring compliance work (accounts, tax returns, payroll). The go-to-market is principally local and regional — leveraging partner referrals, the dual Bristol footprint, and digital channels — targeting SME and individual taxpayer clients rather than enterprise accounts. No funding rounds, acquisitions, or external investment activity are disclosed.

Name

Wormald and Partners

Legal name

Wormald & Partners Ltd

Website

https://wormaldandpartnersaccountants.co.uk

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Wormald and Partners is a Bristol-based ICAEW chartered accountancy firm providing accounting, tax, payroll, business advisory, and probate services to SMEs, sole traders, landlords, and owner-managed businesses across Southwest England.

Ownership category

akta.pro rank

Headquarters

HQ city

Bristol

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Fee-based professional services for accounting, tax preparation, payroll processing, and business advisory. Services billed according to complexity and scope of engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Wormald and Partners is a chartered accountancy firm delivering professional accounting, tax, payroll, and business advisory services to small and medium-sized businesses, sole traders, landlords, and owner-managers. The firm leverages certified cloud accounting platforms (Xero, QuickBooks, Sage) and digital tools (Dext) to deliver Making Tax Digital-compliant services. It also provides probate administration as an additional service line.

Product overview

Wormald and Partners is a chartered accountancy firm offering a portfolio of professional services including Accounting, Tax, Payroll, Business Advice, and Probate. The firm operates a technology-led approach using cloud-based accounting software integrations with Xero, QuickBooks, Sage, and Dext. As certified advisors and partners for these platforms, they provide setup assistance and ongoing advisory services. The core service model combines these software platforms with professional expertise to deliver accounting, tax planning, payroll processing, and business advisory services to businesses across Bristol.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Chartered accounts preparation service that collects data, prepares and submits year-end accounts on time and on budget using cloud-based accounting technology. Targeted at small and medium-sized businesses in the Bristol region.
• Tax Services Tax planning and compliance service for businesses and individuals covering allowance utilisation, proactive planning within legislation, and timely correct payment of tax. Includes self-assessment, corporation tax, and Making Tax Digital support.
• Payroll Services Full payroll processing service for small and medium-sized businesses covering payslips, new starters and leavers, holiday pay, HMRC reporting, BACS-approved payments, and auto-enrolment pension compliance.
• Business Advice Strategic business advisory service including financial health checks, business planning, forecasting, insurances, director protection, raising finance, restructuring, acquisition funding, and succession planning for owner-managed businesses.
• Probate Probate administration service offered alongside the firm's core accountancy offerings, listed as a service on the firm website.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationCertified Xero advisor providing cloud accounting implementation, setup, and ongoing advisory services to clients. Software integration for online invoicing, data uploads, and digital record-keeping supporting Making Tax Digital compliance.
• QuickBookscoreTechnology or IntegrationPlatinum Certified ProAdvisor status for QuickBooks, offering certified implementation and support for Intuit's cloud accounting platform.
• SagecoreTechnology or IntegrationBusiness cloud accounting gold partner status for Sage software, providing certified advisory services for Sage accounting implementations.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Emerging players

• Botkeeper: Automated bookkeeping platform combining AI and human reviewers to deliver outsourced bookkeeping at lower price points. An emerging disruptor to traditional accountancy firms serving SMEs by reducing the per-client time and cost of compliance work.
• Coconut: UK-based cloud accounting software platform targeting sole traders, freelancers, and small businesses with self-serve bookkeeping and tax tools. Represents the emerging self-service and automation threat to traditional Bristol accountants serving similar micro/SME clients.

Direct peers

• Bishop Fleming: Top-30 UK chartered accountancy firm with strong Southwest England presence, including a Bristol office, offering accounts, tax, payroll, and advisory services to SMEs and individuals. Directly comparable on geography, service mix, and client segment to Wormald & Partners, though larger in headcount.
• Thomas Westcott: Chartered accountants and business advisers with multiple offices across Devon and the Southwest, offering accounts, tax, payroll, and advisory services to SMEs. Direct regional competitor with similar full-service SME proposition.
• Albert Goodman: Chartered accountancy firm with multiple offices across the Southwest of England, providing accounts, tax, payroll, business advice, and probate to SMEs and individuals. Closely comparable regional peer with overlapping service lines and target segments.
• Griffin Stone Moscrop & Co: Bristol-headquartered chartered accountancy firm providing accounts, tax, audit, and advisory services to owner-managed businesses and individuals in the Southwest. Direct Bristol competitor overlapping with Wormald & Partners on geography and client base.
• PKF Francis Clark: Major chartered accountancy firm headquartered in the Southwest of England with a Bristol office, serving SMEs, owner-managers, and individuals with accounts, tax, payroll, and advisory services. Comparable to Wormald & Partners on geography and full-service mid-market positioning.

Broad incumbents

• Crowe UK: Mid-tier UK-wide chartered accountancy firm with offices across the country including the Southwest, offering audit, tax, advisory, and outsourcing to SMEs and mid-market clients. Overlaps with Wormald & Partners on SME services but operates at materially larger scale across multiple regions.
• Mazars UK: Top-10 UK chartered accountancy firm with national office network including the Southwest, serving SMEs, mid-market, and large corporates across audit, tax, and advisory. Provides a scaling option for clients of Wormald & Partners and a competitive threat for larger mandates.
• BDO UK: Top-5 UK chartered accountancy firm offering audit, tax, advisory, and outsourcing services nationally with significant Southwest presence. Competes for larger SME and mid-market clients that may outgrow smaller Bristol firms like Wormald & Partners.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Wormalds
• LinkedInlinkedin.com/company/wormald-and-partners
• Xx.com/wormaldsbristol

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Wormald and Partners