In the community

 
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

In 2015, Wealth and Tax Management commenced a programme to donate £50,000 to the Milton Keynes Community Foundation. The foundation provides grants to not-for-profit charities, voluntary groups and community initiatives.

The donation is being made in annual payments of £10,000 and the money will be 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.

Willen Hospice

We recently supported Russell Snowden of Independent Banking Consultants by donating a sum of money to Willen Hospice. Russell undertook a six-day trek through the Borneo jungle to raise money for the hospice. To say thank you, we were featured on the Independent Banking Consultants website. You can read the article by clicking here.

Coventry university

Tony Byrne and Cholpon Djanuzakova are both mentors at Coventry University, visiting regularly to share their knowledge with students and members of the investment society. Wealth and Tax are also sponsoring a number of prizes for finance students studying at the University. We also offer students work experience at our office to gain a better understanding of the work we do.

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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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