Wealth & Tax Management - Chartered Financial Planners

WHY US?

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WE BELIEVE LIFE IS FOR LIVING YOUR DREAMS AND WE WILL DO EVERYTHING WE CAN TO HELP YOU REACH YOUR GOALS AND FULFIL YOUR ambitionS

We do what it says on our tin: we are here to grow your wealth and manage your tax.

Everyone should have a financial planner; but to be truly successful, you need one who is properly qualified, passionate about finance and personally committed to giving you the best possible advice and service.

We’re in business to help you make the most of your life by making the right decisions about your money, both now and in the future.

We believe in doing things differently when we feel it’s best for you; we’re constantly challenging the ‘status quo’ and we always manage your finances proactively and decisively. It’s a proven approach which delivers highly competitive investment returns, as evidenced by our successful long-term client relationships, often spanning more than 20 years.

For us, it’s all about protecting your wealth through the generations; we use the latest knowledge, technologies and security to ensure we safeguard the financial future for you, your family or your business.

We do not take commissions: your adviser focuses on making your money work for you and your family, not for product providers, financial institutions or even our business.

Wealth & Tax Management is a completely independent Chartered Financial Planning service; all our advisers are personally Chartered too; and we have succession planning through our graduate training programme, so you will always have a highly qualified personal adviser who understands your needs, appreciates your background with us and knows your portfolio… you will never be left alone if your current adviser retires.

Plus we guarantee the advice given by our Chartered Financial Planners.

If you’re not delighted with our service, we will reimburse 100% of any fixed fee you have paid us. Going forward if you’re not delighted with our ongoing services we will reimburse 100% of any management fees you have paid us in the last year. No questions, no quibbles, no hidden charges: that’s our guarantee to you.

If you’re ready for a little proactive financial planning; and to enjoy some competitive returns; why not try our services?

It’s easy to get started: simply call us on 01908 523 740 or email us at wealth@wealthandtax.co.uk

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money forecast™

Visualise and review your financial future with this software-driven service

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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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