We believe life is for living your dreams
Independent Financial Advisers, Chartered Financial Planners and financial advisors in Milton Keynes. Wealth & Tax Management advises 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 an expert financial planner who fully understands your circumstances and provides the perfect financial advice for you, so Wealth & Tax Management focuses on helping people who are:
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, Wealth & Tax Management has grown into a thriving firm of independent financial advisors, 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.
TONY BYRNE - FPFS, CFP & CWM
Chartered Financial Planner / Managing Director
CHOLPON DJANUZAKOVA - Dip PFS
Director
ALEKSANDRA PIOTROWSKA
Administrator Manager
JATINDER BUBBRA
Paraplanner
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.