Looking to enjoy life now, whilst investing for your future? Struggling to find financial planners who you can trust to be professional, unbiased and above all, successful with your money? 98% of our clients believe that working with us has helped, or will help them to achieve their financial goals.
Established in 1986 by Tony Byrne, we've grown into a thriving firm of independent financial planners and support staff. We're entrusted by our clients to look after their wealth, and now manage over 100m on their behalf, helping them to achieve their financial goals. We have a dedicated team of financial planners and support staff, focused on helping you to achieve your financial goals.
Established in 1986 by Tony Byrne, we've grown into a thriving firm of independent financial planners and support staff. We're entrusted by our clients to look after their wealth, and now manage over 100m on their behalf, helping them to achieve their financial goals. We have a dedicated team of financial planners and support staff, focused on helping you to achieve your financial goals.
Services
Wealth and Tax Management was established by Tony Byrne in 1986. Since then, we've grown into a thriving firm of independent financial planners and support staff. We're entrusted by our clients to look after their wealth, and now manage over 100m on their behalf, helping them to achieve their financial goals.
Everyone should have a financial planner. But to be truly successful, you need one who is properly qualified, passionate about finance and personally committed to giving you the best possible advice and service. We're in business to help you make the most of your life by making the right decisions about your money, both now and in the future.
Combining years of experience with the latest knowledge and technologies, we can really help you change how you plan your finances, both now and for the future.
Whether you need help with personal finances, family affairs or your business responsibilities, our personal advisers will guide and advise you; choosing the right tools and methodologies for your specific circumstances; helping you achieve and maintain the lifestyle or business success you aspire to.Regardless of where you are in life right now, it's a great time to start arranging your finances, planning for the future and growing your wealth.
Whether you need help with personal finances, family affairs or your business responsibilities, our personal advisers will guide and advise you; choosing the right tools and methodologies for your specific circumstances; helping you achieve and maintain the lifestyle or business success you aspire to.Regardless of where you are in life right now, it's a great time to start arranging your finances, planning for the future and growing your wealth.
Your dedicated personal financial planner is here to make your money work for you, your family or your business. Not for product providers, financial institutions or even our business. We're all committed to a fee-based, transparent approach. Every financial planner is qualified to the highest possible level and most hold Chartered status.
Would you like to invest in innovative and disruptive global companies that are shaping our future? Our sister company, Minerva Money Management is a UK-based investment fund manager which was set up in 2015 by Tony Byrne, Managing Director of Wealth and Tax Management. The aim of this fund is to deliver effective returns for investors by investing in innovative and disruptive companies that are shaping our future.
Reviews (10)
Jonathan Smith
Dec 26, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We have worked with Wealth and Tax for over 6 years. We are delighted with the investment strategy Tony and the team have developed for us, coupled with a highly responsive and personal service. I wouldn't hesitate to recommend Wealth and Tax to anyone looking for superior returns and an approach tailored to individual needs
We have worked with Wealth and Tax for over 6 years. We are delighted with the investment strategy Tony and the team have developed for us, coupled with a highly responsive and personal service. I wouldn't hesitate to recommend Wealth and Tax to anyone looking for superior returns and an approach tailored to individual needs
Ron Holmes
Dec 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have been with W&T for years now. They have looked after my pension funds with great care, and with good advice. The stability of the management is what generates confidence in their advice. I am now retired. My retirement would have been much more frugal, were it not for W&T Management.
I have been with W&T for years now. They have looked after my pension funds with great care, and with good advice. The stability of the management is what generates confidence in their advice. I am now retired. My retirement would have been much more frugal, were it not for W&T Management.
Kevin Horgan
Oct 28, 2021
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Tina Stockwell
Aug 10, 2021
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We have been with Tony Byrne and the Wealth and Tax Management team for 2 years now and have always received excellent advice and service. They have managed our savings and investments by quickly reacting to trends and changes in the market, maximising gains. We have been impressed with the care and professionalism shown especially through these uncertain times. They have a great App which gives you up to the minute portfolio information. We have no hesitation in recommending the Company.
Phil Ayles
Jun 24, 2021
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Peter Butler
Jun 01, 2021
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A year before I retired, I wanted to get my financial affairs in order and understand my options. Choosing Wealth and Tax proved to be an excellent choice Shortly after my second meeting I was provided with the document which detailed all my pensions and a number of options, they even they found one of my pensions which held a guarantee. During a meeting we discussed the options alongside my retirement lifestyle expectations, I made financial decisions based upon the sound advice and figures provided by Wealth and Tax. I have now been retired 7 years and look back at the confidence and security
Sally Leverett
May 22, 2021
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Kristina Ray
May 21, 2021
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Positive: Professionalism, Quality, Responsiveness
I consulted Tony about about 6 years ago when a threat of redundancy made me realize that I needed to assess my financial status. Tony took time to understand my preference for a flexible financial retirement and advised me appropriately. Thanks to Tony and the team, I am now comfortably retired and investments still doing well.
I consulted Tony about about 6 years ago when a threat of redundancy made me realize that I needed to assess my financial status. Tony took time to understand my preference for a flexible financial retirement and advised me appropriately. Thanks to Tony and the team, I am now comfortably retired and investments still doing well.
Andy Miller
Apr 18, 2021
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I have been a client of Tony's for a few years now. Having never had a dedicated adviser in the past, I was hesitant about entrusting my money in this way. I now realise that I shouldn't have had this worry as Tony and his team have been exemplary in their professionalism and guidance. I always know where I stand financially and investment wise and everything is always explained diligently and in plain language. Very pleasingly, my investments continue to grow under Tony's watchful eye - up 23% this year which, if I had originally left the money where it was, I'm doubtful it would've grown to this
Simon Hussey
Feb 22, 2021
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Positive: Professionalism, Responsiveness
I entrusted Tony and team with my personal pension funds a number of years ago and have no hesitation in recommending them in this regard. I particularly enjoy our review meetings and the warm and friendly spirit in which they are held. Advice is honestly and freely given, and there is never any pressure.
I entrusted Tony and team with my personal pension funds a number of years ago and have no hesitation in recommending them in this regard. I particularly enjoy our review meetings and the warm and friendly spirit in which they are held. Advice is honestly and freely given, and there is never any pressure.
