Wealth & Tax Management - Chartered Financial Planners

testimonials

“Thorough, professional and reassuring service. Highly recommended”

Mr M Ashford
Airline Captain, Ampthill

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Mr & Mrs Scott
Retired, Leighton Buzzard

Mr M Ashford
Retired Airline Captain, Ampthill

“I have had no hesitation to recommend Wealth and Tax Management to several friends, who have been utterly satisfied with the services provided. The staff at Wealth and Tax Management could not be more helpful. I am delighted and thankful”

Mr J Jammes
University European Degrees Co-ordinator (Retired), Olney

“I have been a client of Wealth and Tax Management for many years and know that whether I need complex pension planning advice or just some help with family insurance cover I will receive top-class, straightforward and great value advice and support. A great team!”

Mr M Wroe
Accountant / Company Finance Director, Marlow

Mr N Whitehead
Account Manager, Yielden

Mr R Caunt
Compmany Managing Director, Bedford

“As a retired couple and clients for fourteen years we have found everyone at Wealth and Tax Management most helpful and friendly. It is reassuring to know our affairs are in such safe hands.”

Mr and Mrs A Scott
Retired, Leighton Buzzard

“Friendly and professional advice. The service goes beyond the norm, giving some very creative ideas for investment. Everything is always clearly explained and I will certainly be continuing to take advice and guidance in the future.”

Mr N Whitehead
I.T. Sales Consultant, Yieldon

Mr & Mrs Mobley
Retired, Hanslope

Mr A Hodgkinson
Business Development Manager, Milton Keynes

“I have been a client of Wealth & Tax Management (formerly Byrne Williams) for more than ten years. Throughout this period there have been several reverses in worldwide financial markets, but I have always received sound advice and service of the highest quality, which ensured that my long term objectives have remained on course. I have no hesitation in recommending the services of Wealth and Tax management.”

Mr P Atherton
Retired, Milton Keynes

Ms V Shakeshaft
Retired, Milton Keynes

Dr C Barnes
Retired, Bedford

“One of the best decisions I’ve ever made was to attend a Wealth & Tax Management seminar. Since that time I have used them to handle my finances. I lost my husband seven years ago so it means the world to me and is very reassuring to know my finances are in such capable hands. I have no hesitation in recommending Wealth & Tax Management; their help and assistance has been invaluable.”

Mrs B Ingle
Retired, Ampthill

Ms A Marshall
Self Employed, Towcester

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money forecast™

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RETIREMENT PLANNING

Pensions and Transfers: safeguarding your future. Discover if you can retire early, have those extra holidays or help the kids out with the deposit for a house

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MONEY MANAGEMENT & INVESTMENTS

Investment structures and funds tailored to best suit your current and future needs

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WEALTH PROTECTION

Protect against life events and social threats (divorce, care costs etc.) with financial structuring, wills, specialist trusts, powers of attorney, life & health insurances

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BUSINESS SERVICES

Driving productivity, profitability and wealth protection for business owners and senior executive teams.

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call us now on

01908 523 740

YOUR INDEPENDENT FINANCIAL ADVISER

Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield (we cover the entire UK using Skype™ and other secure communications technologies), our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523 740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.

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