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Wealth & Tax Management
Independent Financial Planners
Address: 1 The Willows, Mill Farm Courtyard,
Beachampton, Milton Keynes, MK19 6DS
Telephone: (01908) 260418
Fax: (01908) 260415
Telephone: (0800) 980 4516
E-mail: wealth@wealthandtax.co.uk
 Visit
our Web Site: www.wealthandtax.co.uk
Contact: Tony Byrne or Roger Prest or David Cooke
General information
We are specialists in advising clients in the areas of Inheritance Tax, Investments, and Pensions, and as a business like to develop long term relationships with our clients, our typical clients being near retirement or actually retired.
Many of our clients choose to take advantage of our comprehensive review program which helps ensure that their financial arrangements are regularly reviewed and any changes that are necessary carried out.
Every financial situation is individual, therefore our initial meetings are free and without obligation to allow you to discuss your requirements at length.
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Pensions Advisers
