Financial Adviser



Whether you are based in Milton Keynes, Leighton Buzzard, Northampton, Bedford, London or further afield, our expert team of financial planning experts can provide the advice and support that you need to effectively take care of your money. Why not contact us today on 01908 523 740 to learn more about how one of our investment advisers could help you?





Welcome to Wealth and Tax Management, chartered financial planning specialists. We offer a  wide range  of practical wealth-building and  protection solutions, as well as investment and tax planning strategies  for business owners and private clients  who are aspiring to become financially secure or wish to  protect and increase their wealth.


Building strong and long-lasting client relationships, and understanding their different needs, lifestyles and financial aspirations is at the heart of everything we do. It goes without saying that our financial solutions cover a wide range of investment structures, tax efficient methods and performance review options, allowing us to deliver a personalised  service to you. If you are looking for expert guidance  in financial planning,  look no further than our team of specialists, who will be only to pleased to be of assistance.

Financial Planning



A financial adviser is a highly qualified individual with the skills and expertise required to help you effectively manage your money. If you want to gain  control of your finances and plan for a more prosperous future,one of our Chartered Financial Planners  can help.


Our extensive range  of specialist services include::


•  Lifetime financial planning and individual  financial advice.

•  A comprehensive financial planning service that enables you to enjoy the lifestyle you want, both now and in the future.

Pensions and investment planning.

•  Ensuring that your money is working for you and  not the product provider or financial institution..

•  Estate planning and protection.

•  Helping you protect your wealth in a tax efficient manner.

•  Wills for you  and your family.


When you require the assistance of a financial adviser in Milton Keynes or further afield,why not make  Wealth and Tax Management your first port of call.

Chartered Financial Planners

Call us on: 01908 523 740

© Wealth and Tax Management 2016

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