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We offer financial planning and wealth management advice to private individuals who have a minimum of £250,000 to invest which may be a combination of cash, existing investments and pensions. Our advice is focused on tax mitigation by maximising the tax reliefs, allowances and exemptions available in the UK today.


Reviews (7)

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Kan Parekh

27 July 2018

Wealth and Tax Management posts are very informative and fun to read!


Dave Oakley

27 July 2018

Great attitude they really work hard to find the right solution for your needs


Graham Archer

27 July 2018

Quality advice from Tony and the team. Plan for retirement you've worked hard for.


David Tooley

27 July 2018

I love the very logical approach Wealth and Tax Management take to pension planning. I first met Roger and Tony at one of their seminars, which put me at my ease. Thoroughly professional and with a detailed approach. More...


Karen Roberts

27 July 2018

Wealth & Tax Management really helped me sort my mother's investments so everything was hassle free and uncomplicated. They saved us a load of tax too! They speak to you in language you can understand and a friendly team member always answers the phone rather than one of those automated machines! Would highly recommend them! More...


Diane Dykes-Rivens

30 May 2018

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


Clare Westbrook

30 May 2018

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

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I love meetings with clients and helping them to achieve their financial goals. I like nothing better than demonstrating to clients how they can retire early and live the life of their dreams.

I was inspired to start my own business because I didn't like working for others. I wanted to be my own boss, to be accountable for my own actions and to succeed or fail on my own terms.

Because what you see is what you get! I will advise you openly and honestly and tell you how it is! however, I will always be polite and courteous to you. My advice will always be in your best interests as I always seek long term relationships with clients so our work is based on a win; win relationship.