Wealth & Tax Management

Independent, Chartered financial planners based in Milton Keynes. We advise clients throughout Bedfordshire, Buckinghamshire and Northamptonshire.

We are a firm of Chartered Financial Planners and wealth managers. We specialise in tax-efficient asset management, estate planning and lifetime cashflow planning for wealthy private individuals.

We are particularly good at advising on complex areas such as pensions, tax-efficient investments, Inheritance Tax mitigation schemes and wills and trusts.

Our business is based on the fundamental belief that financial planning is about more than just managing your money. It’s about changing your life for the better and enabling you to live out your dreams. We believe it’s our role to help you to achieve wealth in all of its forms, whether that be money, health, time or relationships. When all of these are in balance, you are more likely to:

Live longer
Live healthier
Have better relationships.

Building a long-term relationship based on trust is paramount to us. We can only do this by carefully listening to you in order to understand what is important to you, your desires and aspirations. Our aim is to give you information that is relevant to you but jargon-free so you can clearly see the options available to you.

It’s our mission to help you make the most of your life by making the right decisions on what matters to you, both now and in the future.