Wealth & Tax Management

Thankfully, 8 years ago I found an excellent Financial Advisor when I contacted Wealth & Tax Management. I was at the point of thinking about retirement & needed advice how to best manage my various Pension funds. Investment advise & account management is excellent. Service fees are also reasonable able. I have no hesitation recommending using this Financial Advisor.

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.

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 with which I was able to enter retirement, retirement is a life changing event, having worked all my life I wanted to make the most of the saving and pensions I had accumulated, I am still enjoying my retirement and the choices and decisions I made with assistance of Wealth and Tax have stood the test of time

I've just (April 2021) had my annual pension review and I'm a happy bunny at the moment (past performance is no guarantee of future etc etc). Tony's fund strategy has delivered well for me in the last year and we discussed my attitude to "risk" and how that can mean getting out of certain sectors. Personally I think less in commercial property is sensible. Tony does an awful lot of reading and analysis of the markets. He's widely read on market trends and has created a new fund. I don't believe there are any guarantees over future events but I believe Tony has the skills, experience and track record to guide my investments through. I certainly wouldn't have a clue how to manage my own investments at this time.

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.