General Information
Official company information
- UK Company Registration Number
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02020674UK Company Registration Number - A unique identifier issued by Companies House
- Company Age
- 39 years
- Registration Date
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- Registered Address
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17 Shirwell Cres, Furzton, Milton Keynes MK4 1GA
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N/A
- Phone
- Website
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Official company website with more information about products, services, and contact details.
About WEALTH AND TAX MANAGEMENT LIMITED
Company profile and description
Wealth & Tax Management, established in 1986, is a firm of independent financial advisors, planners, and support staff. They manage over £100 million on behalf of their clients, offering services to business owners, professional executives, divorcees, private clients, and those in or nearing retirement. They provide financial advice covering wealth-building & protection solutions, investment & tax planning strategies, and performance review options. Their clients are primarily located in Milton Keynes, Buckinghamshire, Bedfordshire, Northamptonshire and throughout the UK. The company focuses on helping people who are looking to enjoy life now whilst investing for their future.
Additional Information
Detailed company information and status
- Status
- Incorporated
- Company Number
- 02020674
Company Contacts
Key contacts and leadership 5 total contacts
| Name & Position | Contact Number | Fax Number | |
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T
Tony Byrne
Chartered Financial Planner / Managing Director
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C
Cholpon Djanuzakova
Director / Founder
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A
Aleksandra Piotrowska
Practice Manager
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J
Jatinder Bubbra
Financial Planner
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P
Pasquale D'Amelio
Paraplanner
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Company Documents
Documents filed with Companies Office
No documents found
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Similar Companies
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In the News
Recent media coverage and press mentions
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