Wealth And Tax Management rated Top 100 IFA firm

Member News

Milton Keynes based Wealth And Tax Management has again been awarded Top 100 status by Citywire, the publisher of New Model Adviser. This means that the company is rated as one of the 100 best firms of Independent Financial Advisers in the UK. Firms who enter this award have to complete a stringent vetting process which involves a wide range of criteria in order to establish not only that the company is financially successful but that it has excellent values in areas such as diversity, training, ethics, professionalism, sustainability and local community activity.

Managing director Tony Byrne commented “I am extremely proud of Wealth And Tax Management having been awarded Top 100 status by Citywire again. It is a testament to our philosophy of continuous improvement and our focus on serving our stakeholders – our staff, clients and suppliers. We believe business is no longer just about financial success but also about doing the right thing by serving others who are impacted by your business in a positive manner. Long may it continue.”