Wealth and Tax Management

Independent 17, Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire, MK4 1GA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Let us review your private sector final salary pension scheme and show you how to maximise its benefits for you.
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Tony Byrne CFP FIFP FPFS
Financial Planning Director
Accreditations
Certified Financial Planner Chartered Financial Planner Later Life Accredited Adviser
What our clients say
I have nothing but praise for his courtesy, efficiency and excellent advice. I have had no hesitation to recommend Wealth and Tax Management to several friends, who have been utterly satisfied with the services provided. The staff at Wealth and Tax Management could not be more helpful. I am delighted and thankful.
J Jammes, Olney
Thorough, professional and reassuring service. Highly recommended.
M Ashford, Ampthill
Friendly and professional advice. The service goes beyond the norm, giving some very creative ideas for investment. Everything is always clearly explained and I will certainly be continuing to take advice and guidance in the future.
N Whitehead, Yieldon
As a retired couple and clients for fourteen years we have found everyone at Wealth and Tax Management most helpful and friendly. It is reassuring to know our affairs are in such safe hands.
A Scott, Leighton Buzzard
We have been using the services of Wealth & Tax Management since May 2000. In that time we have always felt extremely comfortable with the calm and measured advice offered. No matter what your attitude to risk might be W & TM have an appropriate strategy and with some products an approach we have not seen before. The advice we have been given in that time has been tested in good times and not so good, so can honestly say we have been delighted with the success of the strategies employed regardless of economic conditions. What we were looking for in our advisers was a pro active company that was also responsive to any query we had. W&TM have passed this test in no small measure. We would have no hesitation in recommending them to others and in fact have done so.
A Carr, Milton Keynes
I have been a client of Wealth and Tax Management for many years and know that whether I need complex pension planning advice or just some help with family insurance cover I will receive top-class, straightforward and great value advice and support. A great team!
M Wroe, London
Having been made redundant at the age of 60, I wanted to make sure I could afford to retire at that age given the level of monies in my defined company pension scheme. I also wanted to transfer my company pension to someone who could advise me on its future investment and arrange appropriate drawdown if that was the best option for me to adopt. Hence, I needed the help of a financial advisor. After analysing my annual financial outgoings and my pension fund, Tony gave me the different options available to me. This information and the professional services Tony’s company offered convinced me that I was in safe hands choosing him to look after my pension fund savings. I am very happy with the outcome; my fund and its performance over the past 5 years has enabled me to continue the lifestyle I enjoyed prior to my retiring and my current pension savings are still in a healthy position for me to continue with the current lifestyle I wish to have. The setting up of wills and trusts through Tony have also safeguarded the fund for my children. Tony’s business has always been proactive in improving his services to his clients. Please believe me in my saying I am totally satisfied with the current level of service given to me.
Barry Clifford, Leighton Buzzard
I was introduced to Tony by my accountant after trying to look for a financial advisor. He helped me with investment advice and long term financial planning. In the future, I would prefer a simper annual review statement, however, overall, I am very pleased with the outcome.
Robin Westwood, Buckinghamshire
I began looking for a financial advisor as I needed help with investments. Tony helped me simplify investment choices leading to an outcome I was hoping for. I do not think they could have done anything better; I am satisfied with the advice given.
Alan Paine, Towcester
I needed a financial advisor to review my pensions as I had done nothing with them for the last 10 years. Tony helped me by taking all my pensions, savings and property in to account and coming up with a sound proposal to move forward, with options to retire at 60 and 65. All looks to be on track- I am very pleased so far!
Andrew Lovelock, Milton Keynes
I had a private pension, but I was unsure what to do with it! Tony assisted with advise on how to grow the pension fund. He has also assisted with LPA's - Wills and prepaid funeral costs. I have seen the outcome that I was hoping for in all areas. I don’t think that much could have been done better, but some of the annual review information is a little daunting but we trust Tony and his team will always give us the best advise!
Roger, Milton Keynes
I was made redundant in 1999 and was looking for guidance on how best to invest my severance package and plan for my future pension plans. Tony helped me with all my financial arrangements and advised in all aspects of savings & investments. The suggestions made by Tony have been very beneficial and have met my needs. The adviser and his staff have all given a professional service and communication has been good, so I'm happy with everything provided.
Kevin, Oxfordshire
I came to see Tony as I had a promotion in my company, which meant I was earning a larger salary and bonus, so I needed advice on how to save for retirement. Tony helped me to transfer my pension from Standard Life to Parmenion and put my fixed assets (house) into a trust. So far, the outcome has been good but not brilliant. At this point nothing springs to my mind of what could have been done better.
Colin, Northamptonshire
I came to see Tony to discuss previous Inheritance and for an annual review meeting. Tony gave me a general overview of present financial position. We discussed updating LPA's to make sure that are accurate and also we spoke about additional investments. Everything has been very positive so far.
Marjorie, Bedford
I came to see Tony to take a lump sum from my pension. Tony helped me by giving me advice. So far, I have seen the outcome that I was hoping for (to some extent). In my opinion nothing could have been done better in this situation with regards to advice.
Sally, Milton Keynes
We came to see Tony as my husband felt he needed expert advice in organizing his finances. Tony Byrne advised us with our matters. So far, I have been satisfied with the overall outcome.
Katharine, Buckinghamshire
I was coming to pension age and my husband had already used Tony Byrne previously, so I decided to use him too. Tony advised me on pensions, wills and long-term financial management, which is the outcome that I wanted.
Sue, Oxfordshire
I came to see Tony for current knowledge in financial planning and advice to benefit from tax changes. I received professional clear advice tailored to my circumstances. That was the outcome that I was hoping for and I am very happy with the service that Tony offers.
Victoria, Milton Keynes
I came to see Tony to get help with: receiving inheritance monies from deceased parents / relatively complex number of small pensions / starting up a limited company and wishing to utilise benefits of being a director of said company. Tony helped with me with general advice, which involved short / medium and long term planning. With regards to the outcome I was hoping for, I think that we are in difficult times re investments, all appears ok as we speak, I am quite comfortable with having the bulk of my financial portfolio effectively under "one umbrella". I don't think anything better could have been done, we have face to face reviews whenever i ask ......his staff are very helpful and communicate well over the phone or by e-mail.
Paul, Milton Keynes
Where to find us

17, Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire, MK4 1GA

Make an enquiry
About us

We are a firm of Chartered Financial Planners and wealth managers. We specialise in tax efficient asset management, estate planning and lifetime cashflow planning for wealthy private individuals.

We are particularly good at advising on complex areas such as pensions (including final salary pension schemes), tax efficient investments, Inheritance Tax mitigation schemes and wills and trusts.

Our target clients are aged 40+ , have an average investment and/or pension of at least £500K and total wealth of £2m-£5m.

Our services

We build long term trusting relationships with clients and help them to build, maintain and retain their wealth for the rest of their lives and for their family. We are particularly skilled at advising on pensions and investments. We are adept at minimising the effects of taxation especially Capital Gains Tax and Income Tax.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£1,000,000
Minimum pension value
£250,000
Minimum mortgage value
£0