Local Financial Planning Company in the ‘Top 100’ in the UK

Milton Keynes based financial planning company, Wealth & Tax Management, is proud to announce it has been awarded ‘Top 100’ status

Milton Keynes based financial planning company, Wealth & Tax Management, is proud to announce it has been awarded ‘Top 100’ status by New Model Adviser® magazine.

New Model Adviser® is one of the financial planning industry’s leading publications; it carries out regular assessments of financial planning firms across the country to determine the best 100 in the UK. This assessment process involves assessing and rating:

  • The firm’s profitability and the proportion of reinvestment into the business
  • Qualifications of individuals within the business, plus any company accreditations
  • Commitment to the advice profession and the experience of clients
  • Development and sharing of ‘Best Practice’; adoption of appropriate new systems and processes

The list aims to give clients the confidence that selected firms will deliver a professional service at all times, with a commitment continuous development and adoption of the latest and most appropriate financial planning tools and techniques.

“We’re delighted to be recognised as one of the top 100 financial planning firms in the entire UK”, said company founder and Director, Tony Byrne; “It’s quite an achievement considering how many companies there are across the country. We work with both personal and business clients; and everything we do is designed to help them understand their finances, grow their wealth with peace of mind, and then protect it for themselves and future generations to enjoy”.