Regulatory and Company Information

Regulatory Information

Wealth and Tax Management Chartered Financial Planners is a trading style of Wealth and Tax Management Limited, which is authorised and regulated by the Financial Conduct Authority.

Please note the following services are not regulated by the FCA:

  • Money Forecast/Lifetime cash flow.
  • Wealth protection such as Wills, Trusts, Advance Directives, Funeral Plans, Probate and Lasting Powers of Attorney.

Company Information

Wealth and Tax Management Limited

Registered office and correspondence address: 17 Shirwell Crescent, Furzton Lake, Milton Keynes, MK4 1GA

Tel: 01908 523740

Email: wealth@wealthandtax.co.uk

Company registration number: 02020674

Registered in England.

Directors:

Anthony Byrne

Carl Roberts

Online Dispute Resolution Platform

You have right of access to the Online Dispute Resolution (ODR) platform which can be found here http://ec.europa.eu/consumers/odr/

The Financial Ombudsman Service

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.