Wealth & Tax Management Shortlisted For SME Bucks Awards!
We have been recognised in three categories at the SME Buckinghamshire Business Awards, for e-business, for our technological innovation and for the Milton Keynes Business of the Year.
Our customers know that we are a forward-looking company, with our exciting plans for future developments, including our own investment fund and online fund management for investors who are looking for a lighter touch.
We have moved to becoming a paper-light office, with files stored securely and safely backed up online. The fact that we have taken a deep look at how we do routine tasks and adopted online strategies has been recognised in our shortlisting in the e-business category.
Innovation is also important to us and much of the case we made for the e-business category would, we believe, have made a compelling case for the judges in the innovation category. We are constantly looking for ways to make technology work for us and, ultimately our clients.
Financial services technology is posing both challenges and opportunities for companies like Wealth & Tax Management. Many in the industry are sticking their heads in the sand over the tsunami of change coming our way with financial technology (FinTech). We know that those who ignore change will be swept away by it, which is why we embrace change.
We also entered the Milton Keynes Business of the Year category because we are proud of the new city where we have our base on Furtzon lakeside.
In the last few months, as you can read on another blog, we have made a £50,000 commitment over the next four years to the Milton Keynes Community Foundation to set up the Tony Byrne Financial Education Fund. It has been a big wish for some time of Tony, our Managing Director, to set up his own financial education charity.
Good financial education changes lives, as Tony knows all too well.
The fact that this is happening means we can play an even bigger part in the community where we have made our home.
Wealth & Tax Management is a company providing services for clients across the UK but we view local connections as very important and that’s why we are delighted to be shortlisted in these awards.
We are looking forward to the Gala Final on 30th March 2017 at Double Tree Stadium Milton Keynes as a way to celebrate our successes and to set a marker for us as the company develops and moves forward.
Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee. Past performance should not be seen as an indication of future returns and clients may get back less than they have invested.