We’re based in offices in Milton Keynes, overlooking the beautiful Furzton Lake. However, we look after clients throughout Bedfordshire, Buckinghamshire and Northamptonshire.
Our business is based on the fundamental belief that financial planning is about more than just managing your money. It’s about changing your life for the better and enabling you to live your dreams. It’s our role to help you to achieve wealth in all of its forms, which includes money, health, time and relationships. When all of these are in balance, you are more likely to:
- Live longer
- Live healthier
- Have better relationships
You can read more about Tony and why he set-up Wealth and Tax by reading his story by clicking here.
The story behind our logo
The Canadian Gold Maple Leaf (GML) is a gold bullion coin issued annually by the Government of Canada. For us, the gold maple leaf symbolises the growth of your wealth. The leaf itself nourishes the tree which enables it to grow and produce its rich offering of maple syrup. This is how we see our role as financial planners; giving you the ability to grow and enjoy your wealth.
We have a dedicated team of financial planners and support staff, focused on helping you to achieve your financial goals.
Find out why we are the ‘go-to’ financial planner for over 300 clients in Milton Keynes and right across the Midlands.
Accreditations and awards
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.