Wealth and Tax Management Limited
17 Shirwell Crescent
Milton Keynes
MK4 1GA
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 (including final salary pension schemes), tax efficient investments, Inheritance Tax mitigation schemes and wills and trusts.
Our target clients are aged 40+ , have an average investment and/or pension of at least £250K and total wealth of £1m-£3m.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.