About us

Wealth & Tax Management, as the name suggests, is a firm of Independent Financial Advisers. However, we prefer the term Independent Financial Planners, as it more accurately reflects the service that we offer.

We specialise in managing investments and pensions, and estate planning, for private individuals. Our clients are mostly people with relatively high net worth and/or business owners.

Wealth & Tax Management is the trading name of Byrne Williams Limited, which is authorised and regulated by The Financial Services Authority.

Fees, not commissions

Unlike most IFAs, we are not salesmen seeking payment by commission. We charge a fee for our advice and the implementation of an agreed wealth management plan. All the advice we give is in our clients’ best interests and is not influenced by commission.

The fees are clearly visible in advance so there are no unexpected charges. We also believe they represent excellent value for money!

Expertise and experience

Last but not least, we offer expertise and experience: our advisers have over fifty years’ experience in Independent Financial Planning. The methods and systems we use, combined with our knowledge and acumen, have consistently allowed us to outperform the market – on average delivering twice the return of the FTSE 100 Share Index.

A delightful rural setting

We work from a converted barn on a 400 acre farm on the edge of Milton Keynes, with stunning views of open countryside. It’s a beautiful place to visit and do business, with plenty of parking space for clients and potential clients who want to drop in for an informal, no-obligation chat.

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Free, no obligation seminars

Wealth & Tax Management holds regular seminars that highlight ways to save you money; improve the performance of your investments; and plan your estate effectively so that your assets go to the people you want to benefit. The seminars are free to attend, with no obligation. Click here for a schedule of seminars and booking information.