Wealth & Tax Management Ltd

Independent Chartered Financial Planners

17 Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA Directions

Tel 01908 523740
   Now closed Open today 09:00 - 17:00

Why Choose Us?

No Hidden Extras
We Are Specialists
Proven Track Record

Business overview

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

FCA Regulated

Financial Planning

Income Protection Insurance

Independent Financial Advisers

Investment and Trust Companies

Investment Consultants

Investments

Life Assurance and Pension Companies

Life Assurance and Pension Consultants

Life Insurance

Pensions

Tax

Tax Planning

Inheritance Tax Planning

Credentials

Associations

  • Personal Finance Society
  • FCA

Qualifications

  • Financial Planning, Level 6 Advanced Diploma (Chartered Insurance Institute)

Reviews

Excellent service provided

5
We have been clients of Wealth & Tax for many years. They have provided us with an excellent professional service, looking after our investments. During this time they have helped us with setting up powers of attorney, writing our wills, pension advice and funeral planning.
We are extremely happy with the service they provide and will continue to use their expertise in the future.
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Excellent service provided

5
We are extremely happy with the comprehensive service provided by Wealth & Tax. They have given us invaluable advice on consolidating our pensions and getting the most out of our investments. They have updated our wills, set up POAs for us and even helped with funeral planning. An excellent all round service.
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Excellent service

5
We have received excellent advice on our investments, pensions, inheritance planning and will writing over the last ten years. We would recommend anyone who wants to make more out of their investments to contact Tony and his team. They provide clear reasons for their recommendations and documentation is concise and easy to understand.
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Proof that it's never too soon to begin financial planning.

5
Sound advice over a period of 20+ years which has enabled me to build financial security for the future and make some life changing life choices as a result.
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Wealth & Tax Management

5
I have used Wealth & Tax Management for a number of years to help me invest for my future after being disappointed with other advisors. I have always found WTM to be extremely helpful & professional in all aspects of financial advice in patient and easy manor to allow me to understand all the implications of my investment decisions.
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