Wealth & Tax Management

Business Details

40 Years

experience

Your Trusted Financial Partner in Milton Keynes

Established in 1986 by Tony Byrne, Wealth & Tax Management has grown into a thriving firm of independent financial planners and support staff. We are entrusted by clients to manage over 100 million in assets, helping them achieve their financial goals. Based in Milton Keynes, we serve clients across Buckinghamshire, Bedfordshire, Northamptonshire, and the UK. Our approach to financial planning extends beyond money, focusing on enabling clients to live their dreams by balancing wealth, health, time, and relationships.

The Canadian Gold Maple Leaf symbolises our philosophy of nurturing growth, reflecting our commitment to helping clients grow and enjoy their wealth. With a dedicated team of professionals, we prioritise understanding client needs, offering tailored advice, and maintaining transparency in all communications. Our accreditations, including regulation by the Financial Conduct Authority, and client satisfaction rates exceeding 94%, underscore our commitment to excellence.

Services

Wealth Management Retirement Planning Pension Advice Estate Planning Investment Management Tax Efficiency Strategies Business Financial Services Probate Planning

Details

Year established: 1986

Highlights and features

We offer over 35 years of experience in independent financial planning.
Our team manages over 100 million in client assets with proven strategies.
97% client satisfaction rate in understanding individual financial needs.
Regulated by the Financial Conduct Authority for compliance and transparency.
Personalised wealth management tailored to your life goals and risk profile.

Associations and certifications

Financial Conduct Authority

What people say

Excellent advice Professional service Highly recommend Responsive and personal Superior returns

Website

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Services

Wealth Management

Our wealth management service focuses on strategic asset allocation to grow and protect your investments. By understanding your risk tolerance and financial goals, we create diversified portfolios that balance low, medium, and high-risk assets. Regular reviews ensure your investments align with evolving market conditions and personal circumstances, maximising long-term returns while staying within your comfort zone.

Retirement Planning

We help clients navigate pension freedoms and design retirement strategies tailored to their lifestyle aspirations. From final salary pension transfers to drawdown options, our experts ensure you have sufficient funds for retirement while minimising tax liabilities. We also assist with annuity purchases and sustainable income planning to secure financial stability in later life.

Estate Planning

Our estate planning services include wills, trusts, lasting powers of attorney, and inheritance tax mitigation. We ensure your assets are distributed according to your wishes while protecting them from excessive taxation and care costs. By establishing trusts and advance directives, we safeguard your wealth for future generations and provide clarity during challenging times.

Investment Management

We employ a systematic approach to investment management, prioritising asset allocation over market timing. By analysing your financial profile, we construct portfolios that match your risk appetite and adjust them as needed. Our strategies focus on long-term growth, diversification, and minimising volatility to achieve consistent returns aligned with your objectives.

Business Services

We offer tailored financial education workshops and wealth management solutions for businesses. Our services enhance employee financial wellbeing, improve productivity, and address debt management. Senior executive workshops cover investment fundamentals, pension freedoms, and wealth protection, empowering your workforce to make informed financial decisions while aligning with organisational goals.

People

Tony Byrne

Chartered Financial Planner / Managing Director

Tony founded Wealth & Tax Management in 1986 and has over 35 years of experience in financial planning. He specialises in retirement strategies, estate planning, and tax-efficient investments, ensuring clients achieve long-term financial security with a focus on integrity and client-centric service.

Cholpon Djanuzakova

Director

Cholpon is a qualified financial planner with expertise in pension transfers and wealth protection. She works closely with clients to develop tailored investment strategies, combining technical knowledge with a commitment to delivering clear, actionable financial advice that aligns with individual goals.

Aleksandra Piotrowska

Practice Manager

Aleksandra oversees daily operations and client support at Wealth & Tax Management. With a focus on organisational efficiency and client satisfaction, she ensures seamless service delivery while supporting the team in maintaining high standards of professionalism and care.

Jatinder Bubbra

Financial Planner

Jatinder provides comprehensive financial advice, specialising in retirement planning and investment management. He helps clients navigate complex financial decisions with clarity, using a client-first approach to build trust and deliver sustainable wealth growth.

Pasquale D'Amelio

Paraplanner

Pasquale supports the advisory team with technical analysis and documentation, ensuring accurate and compliant financial solutions. His attention to detail and commitment to continuous learning contribute to the firm's ability to provide precise, well-researched recommendations for clients.

Questions

What financial services do you specialise in?

We specialise in wealth management, retirement planning, pension advice, estate planning, and tax-efficient investment strategies tailored to individual client needs.

Are you regulated by any financial authority?

Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 189461.

How do you personalise financial plans for clients?

We conduct detailed assessments of your financial position, goals, and risk tolerance to create bespoke strategies aligned with your aspirations.

Do you offer services for business owners?

Yes, we provide corporate financial planning services, including employee financial wellbeing workshops and business protection strategies.

What areas do you cover?

We serve clients in Milton Keynes, Buckinghamshire, Bedfordshire, Northamptonshire, and throughout the UK.

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Reviews (7)

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Sharon Gawkowska

May 30, 2022 Report

I have been with Wealth and Tax Management many years and am very happy with the advice and personal service received on my pension and ISA funds from Tony and most recently Cholpon. I have also been well advised with my Will and LPAs. I would recommend W&TM to my friends and family.

Jonathan Smith

Dec 26, 2021 Report

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

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

I've 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. Here's to the next 20 years! Well done Tony and your team, you always provide a totally professional and helpful & friendly service.

Tina Stockwell

Sep 01, 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.

Phil Ayles

Jun 24, 2021 Report

I have been a client of Wealth & Tax Management since 1999. I am very pleased with the advice they have given my wife and me. They are very professional and we feel we are in safe hands.

Kristina Ray

Jun 23, 2021 Report

I consulted Tony about about 6 years ago when a threat of redundancy made me realize that I needed to assess my financial status. Tony took time to understand my preference for a flexible financial retirement and advised me appropriately. Thanks to Tony and the team, I am now comfortably retired and investments still doing well.