Wealth & Tax Management Ltd
Independent Chartered Financial Planners
17 Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA Directionshttps://www.yell.com/biz/wealth-and-tax-management-ltd-milton-keynes-8694962/#view=map
Why Choose Us?
We believe life is for living your dreams.
We believe it’s our job to help you protect your wealth in a tax-efficient manner; making sure your money is working for you and not the product provider or financial institution.
Our financial advocacy covers a wide range of wealth-building and protection solutions, investment and tax planning strategies, and performance review options for private clients and business owners; all designed to help you become financially secure.
Plus we guarantee the advice given by our Chartered Financial Planners.
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.
So if you’re looking for expert guidance in financial planning, totally personalised to meet your own unique needs, then look no further than our team of Chartered Financial Planners and specialists: we’re here to help.
Products & Services
Income Protection Insurance
Independent Financial Advisers
Investment and Trust Companies
Life Assurance and Pension Companies
Life Assurance and Pension Consultants
Inheritance Tax Planning
- Personal Finance Society
- Financial Planning, Level 6 Advanced Diploma (Chartered Insurance Institute)
Excellent service provided5
We are extremely happy with the service they provide and will continue to use their expertise in the future.