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:

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:

  • 97.06% of our clients are satisfied that we understand their needs, goals, aspirations and objectives
  • 94.12% of our clients would recommend us to friends, family or colleagues.
  • 93.94% of our clients are satisfied with our communications in times of market volatility

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.

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

Practice Manager

JATINDER BUBBRA

JATINDER BUBBRA

 Financial Planner

PASQUALE D'AMELIO

PASQUALE D'AMELIO

Trainee Paraplanner

Joyce Hart
Joyce Hart
2023-03-24
Tony and his team has been looking after my pension for many years. I went to see him and Cholpon recently regarding retirement/care planning. They went through all the different options and scenarios, with their pros and cons, benefits and risks. It isn’t something that can be resolved simply and I like that Tony and Cholpon did not pretend to have all the answers but instead patiently explained what each option entails. I’ve always found their advice sincere and impartial and would highly recommend them.
Stephanie Hart
Stephanie Hart
2023-03-23
I visited Wealth & Tax Management for the first time yesterday following a recommendation.The hospitality was excellent and I felt very relaxed and comfortable.I was given professional advice relevant to my needs and in an understandable format.I would highly recommend them.
Robert Sampson
Robert Sampson
2023-02-03
Thankfully, 8 years ago I found an excellent Financial Advisor when I contacted Wealth & Tax Management. I was at the point of thinking about retirement & needed advice how to best manage my various Pension funds. Investment advise & account management is excellent. Service fees are also reasonable able. I have no hesitation recommending using this Financial Advisor.
Ian Richardson
Ian Richardson
2022-08-30
Friendly and professional company that look after all your needs, happy and confident for them to look after our portfolio
Sharon Gawkowska
Sharon Gawkowska
2022-05-31
I have been with Wealth and Tax Management many years and am very happy with the advice and personal service received on my pension and ISA funds from Tony and most recently Cholpon. I have also been well advised with my Will and LPAs. I would recommend W&TM to my friends and family.
Jonathan Smith
Jonathan Smith
2021-12-21
We have worked with Wealth and Tax for over 6 years. We are delighted with the investment strategy Tony and the team have developed for us, coupled with a highly responsive and personal service. I wouldn't hesitate to recommend Wealth and Tax to anyone looking for superior returns and an approach tailored to individual needs
Ron Holmes
Ron Holmes
2021-12-13
I have been with W&T for years now. They have looked after my pension funds with great care, and with good advice. The stability of the management is what generates confidence in their advice. I am now retired. My retirement would have been much more frugal, were it not for W&T Management.
Kevin Horgan
Kevin Horgan
2021-10-18
I’ve been using the services of Tony Byrne and his team at Wealth & Tax Management for over 20 years and have been thoroughly satisfied by the services provided. Here’s to the next 20 years ! Well done Tony and your team, you always provide a totally professional and helpful & friendly service.
Tina Stockwell
Tina Stockwell
2021-08-31
We have been with Tony Byrne and the Wealth and Tax Management team for 2 years now and have always received excellent advice and service. They have managed our savings and investments by quickly reacting to trends and changes in the market, maximising gains. We have been impressed with the care and professionalism shown especially through these uncertain times. They have a great App which gives you up to the minute portfolio information. We have no hesitation in recommending the Company.
Phil Ayles
Phil Ayles
2021-06-06
I have been a client of Wealth & Tax Management since 1999. I am very pleased with the advice they have given my wife and me. They are very professional and we feel we are in safe hands.

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.

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