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?
WE BELIEVE LIFE IS FOR LIVING YOUR DREAMS
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.
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
© Wealth and Tax Management 2016
YOUR PRIVACY IS IMPORTANT TO US
Wealth & Tax Management are committed to protecting the privacy of anyone using our site and the confidentiality of any information that you provide to us. The purpose of this statement is to set out how we use any personal information that we may obtain from you.
Data Protection Act 1998
We are registered under the Data Protection Act and comply with the Act in all our dealings with your personal data.
Use and collection of personal information
In general you can visit our website without telling us who you are and without revealing information about yourself. If, however, you make a comment on our site and you will be asked to provide certain information such as your contact details. We will store this data and hold it on computer or otherwise.
We may use information that you provide:
(a) to register you with our website and to administer it
(b) For reassessment and analysis, e.g. marketing, customer and product analysis, to enable us to review, develop and improve our services.
Cookies may be used by us to provide you with customised information from our website. A cookie is an element of data that a website can send to your browser which may then store it on your system. If you wish, you can usually adjust your browser so that your computer does not accept cookies. Please remember cookies do not contain confidential information such as your home address, telephone number or credit card details. We do not exchange cookies with any third party websites or external data suppliers.
We take all reasonable steps to protect your personal information. However, we cannot guarantee the security of any data that you disclose on-line and we cannot be held responsible for any breach of security unless this is due to our negligence or willful default.
You have the right to see personal data (as defined under the Data Protection Act) that we keep about you upon receipt of a written request. Any request should be sent to Technical Manager, Wealth & Tax Management, 17 Shirwell Crescent, Furzton Lake, Milton Keynes, MK4 1GA.