United Kingdom Business Directory

      Wealth & Tax Management

      ( 20 Reviews )

      Wealth & Tax Management
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Thursday:
      9:00 AM - 9:00 AM
      Friday:
      9:00 AM - 9:00 AM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 9:00 AM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (20 reviews)
      20
      0
      0
      0
      0
      Read Our 20 Reviews

      Chamber Rating

      5.0 - (20 reviews)
      20
      0
      0
      0
      0
      › ‹
      • Joyce Hart

        Tony and his team has been looking after my pension for many years. I went to see him and Cholpon recently regarding retirement/care planning. They went through all the different options and scenarios, with their pros and cons, benefits and risks. It isnt something that can be resolved simply and I like that Tony and Cholpon did not pretend to have all the answers but instead patiently explained what each option entails. Ive always found their advice sincere and impartial and would highly recommend them.
        Mar 26th, 2023

      • Stephanie Hart

        I visited Wealth & Tax Management for the first time yesterday following a recommendation.The hospitality was excellent and I felt very relaxed and comfortable.I was given professional advice relevant to my needs and in an understandable format.I would highly recommend them.
        Mar 9th, 2023

      • Robert Sampson

        Thankfully, 8 years ago I found an excellent Financial Advisor when I contacted Wealth & Tax Management. I was at the point of thinking about retirement & needed advice how to best manage my various Pension funds. Investment advise & account management is excellent. Service fees are also reasonable able. I have no hesitation recommending using this Financial Advisor.
        Jan 18th, 2023

      • Ian Richardson

        Friendly and professional company that look after all your needs, happy and confident for them to look after our portfolio
        Aug 20th, 2022

      • Sharon Gawkowska

        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.
        May 12th, 2022

      Read Our 20 Reviews

      About
      Wealth & Tax Management

      Wealth & Tax Management is located at 17 Shirwell Cres in Milton Keynes, England MK4 1GA. Wealth & Tax Management can be contacted via phone at (190) 852-3740 for pricing, hours and directions.

      Contact Info

      •   (190) 852-3740

      Questions & Answers

      Q What is the phone number for Wealth & Tax Management?

      A The phone number for Wealth & Tax Management is: (190) 852-3740.

      Q Where is Wealth & Tax Management located?

      A Wealth & Tax Management is located at 17 Shirwell Cres, Milton Keynes, eng MK4 1GA

      Q What is the internet address for Wealth & Tax Management?

      A The website (URL) for Wealth & Tax Management is: http://wealthandtax.co.uk/

      Q What days are Wealth & Tax Management open?

      A Wealth & Tax Management is open:
      Thursday: 9:00 AM - 9:00 AM
      Friday: 9:00 AM - 9:00 AM
      Saturday: Closed
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 9:00 AM

      Q How is Wealth & Tax Management rated?

      A Wealth & Tax Management has a 5.0 Star Rating from 20 reviewers.

      Hours

      Thursday:
      9:00 AM - 9:00 AM
      Friday:
      9:00 AM - 9:00 AM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 9:00 AM

      Ratings and Reviews
      Wealth & Tax Management

      Overall Rating

      Overall Rating
      ( 20 Reviews )
      20
      0
      0
      0
      0
      Write a Review

      Joyce Hart on Google

      image Tony and his team has been looking after my pension for many years. I went to see him and Cholpon recently regarding retirement/care planning. They went through all the different options and scenarios, with their pros and cons, benefits and risks. It isnt something that can be resolved simply and I like that Tony and Cholpon did not pretend to have all the answers but instead patiently explained what each option entails. Ive always found their advice sincere and impartial and would highly recommend them.

      Stephanie Hart on Google

      image I visited Wealth & Tax Management for the first time yesterday following a recommendation.The hospitality was excellent and I felt very relaxed and comfortable.I was given professional advice relevant to my needs and in an understandable format.I would highly recommend them.

      Robert Sampson on Google

      image Thankfully, 8 years ago I found an excellent Financial Advisor when I contacted Wealth & Tax Management. I was at the point of thinking about retirement & needed advice how to best manage my various Pension funds. Investment advise & account management is excellent. Service fees are also reasonable able. I have no hesitation recommending using this Financial Advisor.

      Ian Richardson on Google

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

      Sharon Gawkowska on Google

      image 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.

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      Overall Rating

      Overall Rating
      ( 20 Reviews )
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