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About

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.

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Reviews (7)

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Kan Parekh

27 July 2018

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

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Dave Oakley

27 July 2018

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

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Graham Archer

27 July 2018

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

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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...

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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...

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Diane Dykes-Rivens

30 May 2018

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

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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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Q&A

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.

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