Supporting your financial ambitions

As experienced and caring innovators, with a keen eye for tax efficiency, WBR Group helps SME’s, entrepreneurs and families bridge the gap to financial prosperity. Our expert in-house solutions include SSAS administration and trusteeship, strategic tax, commercial property and actuarial advice.

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May 2024 SSAS Masterclass

Register Now – Tax Nav Online Event

Navigating the tax Landscape: Unlocking your company’s true value on exit

A Budget for long-term growth?

Common Sense Prevails

Navigating the tax landscape for SME businesses online event

Tax Nav Online Event

Please sign up and join us for our next thought leadership online tax event.

Initiating a conversation with your SME/Family business clients about exit preparation is always prudent and timely. WBR’s distinguished tax advisory skills and experience serve as invaluable, non-competing allies in orchestrating plans for business exits.

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SSAS services Tax advisory solutions Business inspiration Careers at WBR Group

A word from Tom Moore, our CEO

Key benefits of working with us

Innovation

The art of professional advice is to make the complex simple: for us this is fundamental.

One-stop-shop

At WBR, you’ll find everything from SSAS administration to tax advice in one place, including our own in-house actuaries, commercial property legal team and lending experts.

Peace of mind

As a fully independent company we have no third-party allegiances, so you can count on us to be honest and transparent.

Personal service

We’re a business with big values at the heart of everything we do. We care about you and aim to protect your prosperity for future generations. We are actively involved in our communities and are told this is a great place to work.

What our customers think about us

You have been so professional, helpful and patient and easy to talk to, thank you. I would not like to embarrass you but I would be glad if you could share this, people are often quick to complain but don't always think to praise good service and I can say no more than I don't know how we would have managed without you, what an asset you are to your company.

Pauline Kirk

Remarkable!

Thank you. It’s been quite a while since we witnessed such good and competent service; a thoroughly professional act, and we look forward to future projects.

Gary Stidolph

As always, thank you so much for passing on the query and for adding further detail. Would that we could get similar good service and professionalism elsewhere.

Financial Adviser, South Wales

Really, really grateful

Thank you for all your help over the past few months, I’ve not had the best experiences over the years with various forms of the pension administrator but this process was exceptional in the quality of service provided which I put mainly down to you.

Tony Daly