Wealth & Tax Management
17 Shirwell Crescent, Furzton Lake, Milton Keynes
I want to change the public’s perception of financial planning as a force for good in society. I am the Managing Director and Chartered Financial Adviser at Wealth and Tax Management which I established in 1986.
Here at Wealth and Tax Management, we do what it says on our tin: we are here to grow your wealth and manage your tax.
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.
We’re in business to help you make the most of your life by making the right decisions about your money, both now and in the future.
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, as evidenced by our successful long-term client relationships, often spanning more than 20 years.
For us, it’s all about protecting your wealth through the generations; we use the latest knowledge, technologies and security to ensure we safeguard the financial future for you, your family or your business.