We believe life is for living your dreams

Independent Financial Advisers and Chartered Financial Planners based in Milton Keynes. We advise clients in Buckinghamshire, Bedfordshire, Northamptonshire and throughout the UK.

ARE YOU…

Looking to enjoy life now, whilst investing for your future? Struggling to find financial planners who you can trust to be professional, unbiased and above all, successful with your money? It can be difficult to find a financial planner who fully understands your circumstances, so we focus on helping people who are:

Wealth and Tax Management Ltd profile

Heading into Retirement

Business owners

Professional Executives

Divorcing

The next generation

We are the ‘go-to’ financial experts in Milton Keynes

That’s what our clients tell us. In a recent survey, we discovered that:

  • 98% of our clients believe that working with us has helped, or will help them to achieve their financial goals.
  • 96% of our clients are satisfied with the speed of our responses.
  • 90% of our clients would recommend us to friends, family or colleagues.

You can meet some of our clients by visiting our client stories page

ABOUT US

Established in 1986 by Tony Byrne, we’ve grown into a thriving firm of independent financial planners and support staff. We’re entrusted by our clients to look after their wealth, and now manage over £100m on their behalf, helping them to achieve their financial goals.

Reviews and Ratings for Financial adviser Tony Byrne, Milton-Keynes
TONY BYRNE - FPFS, CFP & CWM

TONY BYRNE - FPFS, CFP & CWM

Chartered Financial Planner / Managing Director

CHOLPON DJANUZAKOVA - Dip PFS

CHOLPON DJANUZAKOVA - Dip PFS

Director

ALEKSANDRA PIOTROWSKA

ALEKSANDRA PIOTROWSKA

Administrator Manager

JATINDER BUBBRA

JATINDER BUBBRA

Paraplanner

PASQUALE D'AMELIO

PASQUALE D'AMELIO

Junior Paraplanner

Your team

We have a dedicated team of financial planners and support staff, focused on helping you to achieve your financial goals.

Why us?

Find out why over 300 clients choose us as their ‘go-to’ financial planner in Milton Keynes, and throughout the Midlands.

Accreditations

We go above and beyond the requirements of our regulator to ensure that we provide the best possible planning advice.

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YOUR INDEPENDENT FINANCIAL ADVISER

Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, 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 523740 or use the form to request a callback.

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

Please note that all client communications are being recorded.

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