Your ‘go-to’ local financial experts
Everyone should have a financial planner. But to be truly successful, you need one who is properly qualified, passionate about finance, and personally committed to giving you the best possible advice and service.
Our clients value knowing that they have a go-to person for their financial affairs.
Make the most of your life
We believe in doing things differently when we feel it’s best for you. We’re constantly challenging the status quo and we always manage your finances proactively and decisively. It’s a proven approach, which delivers highly competitive investment returns. This is evidenced by our successful long-term client relationships, often spanning more than 20 years.
We don’t take commissions
Wealth and Tax Management is a completely independent Chartered Financial Planning service. The majority of our planners are personally Chartered, too. We have succession planning in place, which means you’ll always have a highly qualified personal adviser who understands your needs, appreciates your background with us and knows your portfolio. You’ll never be left alone if your current adviser retires.
We guarantee the advice
If you’re not delighted with our service, we will reimburse 100% of any fixed fee you have paid us. Going forward, if you’re not delighted with our ongoing services we will reimburse 100% of any management fees you have paid us in the last year. No questions, no quibbles, no hidden charges: that’s our guarantee to you.
By delivering all of the above, we aim to change your life for the better, and help 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.
We’re proud to be a Chartered firm, as awarded by the Chartered Insurance Institute. Chartered status represents the “gold standard” of financial planning. By choosing a Chartered firm, you’re working with a business that has proven its technical knowledge and conduct and adheres to industry best practices.
We’re proud to have won a wide range of awards and earned an array of accreditations. Including being a Gold Winner for two years in a row at the MK & Buckinghamshire SME Business Awards. If you’d like to learn more about our accreditations and awards, please click here.
We care about our 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. For more information on the charitable work we do, please click here.
Don’t just take our word for it!
We value our clients feedback on our services, so in July 2019 we undertook a client survey. We were delighted with the results which showed that:
- 98% of our clients believe that working with us has helped, or will help them to achieve their financial goals.
- 97% of our clients are satisfied with the speed of our responses.
- 90% of our clients would recommend us to friends, family or colleagues.
You can meet some of our clients by visiting our client stories page
If you’re ready for a little proactive financial planning; and to enjoy some competitive returns; why not try our services? The sooner you start planning with us, the sooner you can be living your dreams.
It’s easy to get started: simply call us on 01908 523 740 or email us at: email@example.com
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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.