Wealth & Tax Management

Business Details

40 Years

experience

Your Trusted Partner for Financial Planning Solutions

Wealth & Tax Management was established in 1986 by Tony Byrne, growing into a thriving firm of independent financial planners. We manage over 100m in client assets, focusing on transforming financial planning into a life-enhancing process. Our team combines decades of experience with innovative strategies, prioritising client needs through asset allocation, wealth protection, and retirement planning. With a 97.06% client satisfaction rate, we serve Milton Keynes and the UK, offering tailored solutions for business owners, executives, and retirees.

Our Chartered Financial Planner status and FCA regulation underscore our commitment to excellence. We believe financial planning should empower clients to achieve holistic wealth, balancing financial security with health, time, and relationships.

Services

Wealth Protection Retirement Planning Final Salary Pensions Money Forecast Business Services Asset Allocation Estate Planning Inheritance Tax Prepaid Funeral Plans

Details

Year established: 1986

Highlights and features

97% client satisfaction rate in understanding financial needs
Over 35 years of experience in independent financial planning
Personalised investment strategies with proven asset allocation techniques
Transparent communication during market volatility
Comprehensive wealth protection and inheritance tax planning services

Associations and certifications

Financial Conduct Authority (FCA)
Chartered Financial Planner

What people say

Sincere and impartial advice Excellent investment strategy Highly responsive service Professional and helpful Superior returns

Website

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Services

Wealth Protection

Our wealth protection services safeguard your assets through strategic estate planning, trust funds, and inheritance tax mitigation. We help clients preserve wealth across generations while minimising tax liabilities. Services include Lasting Powers of Attorney, prepaid funeral plans, and property protection trusts, ensuring your financial legacy remains intact.

Retirement Planning

Specialised retirement planning services help clients navigate pension freedoms and final salary schemes. We create tailored strategies for income sustainability, incorporating drawdown options and annuity solutions. Our approach balances risk management with growth potential to ensure financial security during retirement years.

Final Salary Pensions

Expert guidance on final salary pension schemes, including transfer evaluations and risk assessments. We conduct impartial reviews to determine optimal pension solutions, considering factors like scheme funding levels and inheritance implications. Our specialists help clients make informed decisions about their pension futures.

Money Forecast

Advanced financial forecasting tools help clients visualise their financial future through scenario analysis. This service enables informed decision-making about retirement timing, property purchases, and tax planning. Interactive 'what if' scenarios provide clarity on investment strategies and long-term financial goals.

Business Services

Tailored financial education programs for businesses improve employee financial wellbeing and productivity. Services include executive workshops on investment fundamentals, pension freedoms, and wealth protection strategies. We help organisations enhance staff retention through comprehensive financial literacy initiatives.

People

Tony Byrne

Managing Director

Chartered Financial Planner with over 35 years' experience. Established Wealth & Tax Management in 1986. Specialises in comprehensive wealth management strategies and pension scheme reviews. Holds CFP and CWM certifications.

Cholpon Djanuzakova

Director

Diploma-holding financial planner with expertise in retirement solutions and investment management. Provides personalised advice to high-net-worth clients. Plays key role in client relationship management and portfolio strategy development.

Aleksandra Piotrowska

Practice Manager

Oversees daily operations and client service delivery. Ensures efficient implementation of financial strategies. Coordinates team activities to maintain high service standards across all client interactions.

Jatinder Bubbra

Financial Planner

Specialises in helping business owners and professionals with wealth accumulation strategies. Provides guidance on tax-efficient investments and estate planning solutions. Focuses on creating long-term financial security for clients.

Pasquale D'Amelio

Paraplanner

Supports financial planners with technical analysis and documentation. Ensures compliance with regulatory requirements. Contributes to developing tailored financial solutions for individual and corporate clients.

Questions

What financial services do you specialise in?

We specialise in wealth protection, retirement planning, final salary pensions, investment management, and business financial education programs.

Do you work with clients outside Milton Keynes?

Yes, we serve clients throughout Buckinghamshire, Bedfordshire, Northamptonshire, and across the UK via online consultations and office meetings.

How are your investment strategies structured?

Our strategies use proven asset allocation techniques, balancing low, medium, and high-risk investments according to your risk tolerance and financial goals.

Can you help with pension transfers?

Yes, we provide impartial reviews of final salary pensions and advise on transfer options considering scheme funding levels and inheritance implications.

What wealth protection services do you offer?

We offer trust funds, Lasting Powers of Attorney, inheritance tax planning, prepaid funeral plans, and property protection trusts to safeguard your assets.

How do you charge for your services?

We provide transparent fee structures detailed in our regulatory documents. Charges vary by service complexity and are agreed upon before implementation.

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Reviews (4)

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Jonathan Smith

Dec 26, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
We have worked with Wealth and Tax for over 6 years. We are delighted with the investment strategy Tony and the team have developed for us, coupled with a highly responsive and personal service. I wouldn't hesitate to recommend Wealth and Tax to anyone looking for superior returns and an approach tailored to individual needs

Ron Holmes

Dec 24, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
I have been with W&T for years now. They have looked after my pension funds with great care, and with good advice. The stability of the management is what generates confidence in their advice. I am now retired. My retirement would have been much more frugal, were it not for W&T Management.

Kevin Horgan

Oct 28, 2021 Report

Ive been using the services of Tony Byrne and his team at Wealth & Tax Management for over 20 years and have been thoroughly satisfied by the services provided. Heres to the next 20 years ! Well done Tony and your team, you always provide a totally professional and helpful & friendly service.

Tina Stockwell

Aug 10, 2021 Report

We have been with Tony Byrne and the Wealth and Tax Management team for 2 years now and have always received excellent advice and service. They have managed our savings and investments by quickly reacting to trends and changes in the market, maximising gains. We have been impressed with the care and professionalism shown especially through these uncertain times. They have a great App which gives you up to the minute portfolio information. We have no hesitation in recommending the Company.