Wealth and Tax Management Limited
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- 17 Shirwell Crescent, Furzton, Milton Keynes, Buckinghamshire, MK4 1GA
Wealth and Tax Management Limited is a trusted financial services firm based in Furzton, Milton Keynes, providing regulated advice to clients across Buckinghamshire and beyond. Regulated by the FCA under number 189461, their team of experts specialize in life investments, retirement and pension advice, final salary pension transfers and comprehensive financial planning. Known for their professional yet approachable style, they regularly support a range of clients, from first-time investors to those seeking advice for their retirement portfolio. Visit them at 17 Shirwell Crescent, MK4 1GA, and discover why they're recognised as a reliable partner for all your financial needs.
Their team includes 3 financial advisers. Check FCA registration here.
Wealth and Tax Management Limited are approved by the FCA to give advice on:
Directions to Wealth and Tax Management Limited from the Motorway
- From the M1,
- Take the exit towards Northampton, Wellingborough, and Kettering.
- Proceed to the A508 ramp leading to Grange Park, Stony Stratford, and the Rail Freight Terminal.
- Ensure you stay on the right to continue towards the Collingtree Interchange.
- Make a right turn onto the Collingtree Interchange.
- Take a slight left onto Northampton Road/A508.
- Upon reaching the roundabout, take the first exit and remain on Northampton Road/A508.
- At the next roundabout, take the second exit leading to Roade Bypass/A508.
- At the subsequent roundabout, take the second exit and stay on Roade Bypass/A508.
- Continue straight to remain on Roade Bypass/A508.
- At the ensuing roundabout, take the second exit onto A508.
- At the next roundabout, take the first exit onto A5.
- Proceed to the A509 ramp that leads to Milton Keynes Central & East.
- Take the ramp heading to Milton Keynes West.
- Upon reaching the Portway Roundabout, take the third exit onto H5/Portway.
- At the next roundabout, take the first exit onto V4/Watling Street.
- At the Knowlhill Roundabout, take the second exit and remain on V4/Watling Street.
- At the subsequent roundabout, take the third exit onto Chaffron Way/H7.
- Turn left onto Shirwell Crescent.
- Finally, make a left turn.
List of advisers under Wealth and Tax Management Limited:
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