community and charity


We believe that wealth is not just about money; it’s about good health and relationships too. That’s why we want to support our local community as much as we can, to help spread good wealth in all its forms.

Here are some examples of our recent activities in the community.

MK Community Foundation

Since 2015, Wealth and Tax Management donated money to the Milton Keynes Community Foundation. The foundation provides grants to not-for-profit charities, voluntary groups and community initiatives.

The money is managed as The Tony Byrne Financial Education Fund. Good causes will receive 50% of the money, with the other half placed into an endowment where it will be invested indefinitely.

Income from the endowment will be given to charities and self-help groups each year with the proviso that the money must be spent on financial education for people in Milton Keynes of all ages, with the aim of making them financially self-sufficient.

Cholpon’s run for Turkey and Syria!

Cholpon Djanuzakova raised money to support the desperate children and families impacted by the Turkey and Syria earthquake by running 80km in 8 weeks. This disaster has wrecked people’s homes and livelihoods, leaving them with no food, no clothes, no place to sleep or keep warm, restricted access to drinking water and lost loved ones.

Your kindness made a real difference and we’re incredibly grateful for your contributions.


Please donate here! 

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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.

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