Reviews of Wealth & Tax Management. (Financial Consultant) in Milton Keynes (Buckinghamshire).

Wealth & Tax Management

22 Reviews

22 Comments

Financial Consultant

Financial planner

17 Shirwell Cres, Furzton, Milton Keynes MK4 1GA, United Kingdom

Description

Information of Wealth & Tax Management, Financial Consultant in Milton Keynes (Buckinghamshire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Wealth & Tax Management

Popular times

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Reviews of Wealth & Tax Management

S. G.

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.

J. S.

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

T. S.

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.

K. H.

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.

R. H.

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.

P. B.

A year before I retired, I wanted to get my financial affairs in order and understand my options. Choosing Wealth and Tax proved to be an excellent choice Shortly after my second meeting I was provided with the document which detailed all my pensions and a number of options, they even they found one of my pensions which held a guarantee. During a meeting we discussed the options alongside my retirement lifestyle expectations, I made financial decisions based upon the sound advice and figures provided by Wealth and Tax. I have now been retired 7 years and look back at the confidence and security with which I was able to enter retirement, retirement is a life changing event, having worked all my life I wanted to make the most of the saving and pensions I had accumulated, I am still enjoying my retirement and the choices and decisions I made with assistance of Wealth and Tax have stood the test of time

K. R.

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.

A. M.

I have been a client of Tony's for a few years now. Having never had a dedicated adviser in the past, I was hesitant about entrusting my money in this way. I now realise that I shouldn't have had this worry as Tony and his team have been exemplary in their professionalism and guidance. I always know where I stand financially and investment wise and everything is always explained diligently and in plain language. Very pleasingly, my investments continue to grow under Tony's watchful eye - up 23% this year which, if I had originally left the money where it was, I'm doubtful it would've grown to this extent. I now have a roadmap in place for the family and Tony is hopefully about to add my partners business to the portfolio and I have every confidence he will do for her what he has for me. Keep up the good work and thanks again for everything.

S. H.

I entrusted Tony and team with my personal pension funds a number of years ago and have no hesitation in recommending them in this regard. I particularly enjoy our review meetings and the warm and friendly spirit in which they are held. Advice is honestly and freely given, and there is never any pressure.

I. R.

Friendly and professional company that look after all your needs, happy and confident for them to look after our portfolio

D. T.

I've just (April 2021) had my annual pension review and I'm a happy bunny at the moment (past performance is no guarantee of future etc etc). Tony's fund strategy has delivered well for me in the last year and we discussed my attitude to "risk" and how that can mean getting out of certain sectors. Personally I think less in commercial property is sensible. Tony does an awful lot of reading and analysis of the markets. He's widely read on market trends and has created a new fund. I don't believe there are any guarantees over future events but I believe Tony has the skills, experience and track record to guide my investments through. I certainly wouldn't have a clue how to manage my own investments at this time.

G. F.

I have been a client now for 2.5 years, and the Wealth and Tax team are all very friendly and welcoming. They helped me through a very tricky time financially. They were also very understanding of my personal situation at the time. My understanding and knowledge has grown so much, thanks to Tony and team. Not everything is straightforward in the world of finance, and it is worth getting very experienced and knowledgable help. Highly recommend.

S. A.

Tony Byrne has given me sound and professional advice since he took on my pension investments nearly 20 years ago. I would certainly recommend their services and hope to continue benefiting from their professional advice especially through these challenging times.

A. L.

Tony and his team are an absolute pleasure to deal with. They took the time to fully understand what I wanted when I retire and made several suggestions. At no time was I under any pressure to move to them, I went away and thought about it all and made the decision to move my investments over. I’d have no hesitation in recommending them.

A. Q.

I have used Wealth & Tax Management for a number of years to help me invest for my future after being disappointed with other advisors. I have always found WTM to be extremely helpful & professional in all aspects of financial advice in patient and easy manor to allow me to understand all the implications of my investment decisions.

A. M.

I have had my pension invested via Wealth and Tax Management for many years and know I am in safe hands. I look forward to the annual review but can also access my account at any time or contact them for friendly helpful advice.

P. A.

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.

G. R.

We have been using Wealth and Tax for many years . They have always given us good service which has allowed us to enjoy an amazing lifestyle in our retirement which we never expected. There is always somebody to talk to if you have a query or feel nervous about the general financial situation .

S.

Wealth and Tax Management have excellent knowledge of what is happening in the financial and economic markets and thus I have no hesitation in recommending them as IFA's. They take time to find out your personal requirements and find the right investment for your particular situation.

S. L.

I have received excellent advice from Tony and his team. I feel my money is safe.

C. W.

Knowledgeable advisers; really interesting ideas and options; 'what ifs' are a great insight into how to manage and grow your money! Great coffee too!

D. D.

Very knowledgeable, friendly, down to earth and a pleasure to work with!

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