We are an established and thriving independent business 100% owned by the Directors. Our dedicated and expert team continues to grow, whilst our highly valued partners of financial advisers, accountants, lawyers and other professional intermediaries are integral in delivering value-added solutions to our clients.
WBR Group operates through 4 divisions and include a number of subsidiary companies through which our services are provided:
CEO, Tom Moore started his tax advisory business in 2016, joining forces with SSAS expert David Santaney a few years later. The step change came in 2021 when the James Hay SSAS portfolio was acquired, and in 2023, the larger SSAS business and related employees of Rowanmoor SSAS were brought into WBR Group followed shortly after by Bespoke Corporate Pensions. The tax advisory practice now boasts a team of leading experts including Tom’s original partner, Lucas Harding-Cox. In late 2023 WBR Group acquired ISC Lawyers to create WBR Law. We now offer commercial property and company law services. We continue to look for opportunities to grow our core divisions.
The foundation of our business is built upon profound core values which permeate every aspect of our operations. These values are evident across our daily work, the management of our people, our interactions with clients, our professional affiliations and our engagements with government and professional organisations.
Our success lies in unrivalled technical and practical knowledge across the whole group. Many of the team have decades of relevant experience as well as being renowned experts in their particular field of operation.
We strive to cultivate trust by delivering excellent client service and fostering enduring relationships. We take great pride in the feedback received from our clients, a selection of which is shared below.
With a keen focus on diversity and inclusion, we like to think WBR Group is a great place to work. If you’d like to learn more, please take a look at our Careers page.