Wealth & Tax Management - Milton Keynes

Wealth & Tax Management, located at Address: 17 Shirwell Cres, Furzton, Milton Keynes MK4 1GA, United Kingdom, is a renowned financial planning firm that offers expert advice on wealth and tax management. With a Phone: 1908523740, this company has made it easy for clients to contact them and seek financial advice. They have a user-friendly website, Website: wealthandtax.co.uk, where clients can access more information about their services and team of experts.

One of the standout features of Wealth & Tax Management is their team of professional financial planners. Their Specialties: include financial planning, and they offer tailored solutions to help clients manage their wealth and taxes effectively. Their team of experts is dedicated to providing clients with the best possible advice and solutions to meet their individual needs.

Wealth & Tax Management understands that accessibility is essential, and they have made provisions for clients with mobility issues. They have a Wheelchair-accessible car park and Wheelchair-accessible toilet, making it easy for clients to visit their offices. They also have Toilets available for all clients. An appointment is required to ensure that clients receive the attention and advice they need.

Client feedback is crucial in evaluating a company's performance. Wealth & Tax Management has received numerous positive reviews from satisfied clients. With 24 reviews on Google My Business, this company has an impressive Average opinion: 5/5, demonstrating their commitment to providing excellent financial planning services.

Reviews of Wealth & Tax Management

Robert Sampson

5/5

Thankfully, 8 years ago I found an excellent Financial Advisor when I contacted Wealth & Tax Management. I was at the point of thinking about retirement & needed advice how to best manage my various Pension funds. Investment advise & account management is excellent. Service fees are also reasonable able. I have no hesitation recommending using this Financial Advisor.

Joyce Hart

5/5

Tony and his team has been looking after my pension for many years. I went to see him and Cholpon recently regarding retirement/care planning. They went through all the different options and scenarios, with their pros and cons, benefits and risks. It isn’t something that can be resolved simply and I like that Tony and Cholpon did not pretend to have all the answers but instead patiently explained what each option entails. I’ve always found their advice sincere and impartial and would highly recommend them.

Tina Stockwell

5/5

We have been with Tony Byrne and the Wealth and Tax Management team for 2 years now and have always received excellent advice and service. They have managed our savings and investments by quickly reacting to trends and changes in the market, maximising gains. We have been impressed with the care and professionalism shown especially through these uncertain times. They have a great App which gives you up to the minute portfolio information. We have no hesitation in recommending the Company.

PETER Butler

5/5

A year before I retired, I wanted to get my financial affairs in order and understand my options. Choosing Wealth and Tax proved to be an excellent choice Shortly after my second meeting I was provided with the document which detailed all my pensions and a number of options, they even they found one of my pensions which held a guarantee. During a meeting we discussed the options alongside my retirement lifestyle expectations, I made financial decisions based upon the sound advice and figures provided by Wealth and Tax. I have now been retired 7 years and look back at the confidence and security with which I was able to enter retirement, retirement is a life changing event, having worked all my life I wanted to make the most of the saving and pensions I had accumulated, I am still enjoying my retirement and the choices and decisions I made with assistance of Wealth and Tax have stood the test of time

Simon Hussey

5/5

I entrusted Tony and team with my personal pension funds a number of years ago and have no hesitation in recommending them in this regard. I particularly enjoy our review meetings and the warm and friendly spirit in which they are held. Advice is honestly and freely given, and there is never any pressure.

Sharon Gawkowska

5/5

I have been with Wealth and Tax Management many years and am very happy with the advice and personal service received on my pension and ISA funds from Tony and most recently Cholpon. I have also been well advised with my Will and LPAs. I would recommend W&TM to my friends and family.

Andy Miller

5/5

I have been a client of Tony's for a few years now. Having never had a dedicated adviser in the past, I was hesitant about entrusting my money in this way. I now realise that I shouldn't have had this worry as Tony and his team have been exemplary in their professionalism and guidance. I always know where I stand financially and investment wise and everything is always explained diligently and in plain language. Very pleasingly, my investments continue to grow under Tony's watchful eye - up 23% this year which, if I had originally left the money where it was, I'm doubtful it would've grown to this extent. I now have a roadmap in place for the family and Tony is hopefully about to add my partners business to the portfolio and I have every confidence he will do for her what he has for me. Keep up the good work and thanks again for everything.

Kristina Ray

5/5

I consulted Tony about about 6 years ago when a threat of redundancy made me realize that I needed to assess my financial status. Tony took time to understand my preference for a flexible financial retirement and advised me appropriately. Thanks to Tony and the team, I am now comfortably retired and investments still doing well.