Wealth & Tax Management, a forward-thinking financial planning company from Milton Keynes, is celebrating getting a hat-trick of awards final appearances.
The company, based at Furzton Lake, has achieved success in three categories at the SME Buckinghamshire Business Awards and the team is looking forward to the gala final on Thursday, April 5.
Tony Byrne, Wealth and Tax Management’s managing director, said: “Being recognised in three categories is an achievement our whole team can be proud of.
“To be shortlisted into the final for the Milton Keynes Business of the Year, Community Business of the Year, and Website of the Year categories is a sign that we are being noticed across Buckinghamshire for what we do.”
Tony is passionate about financial education and in the last 12 months Wealth and Tax Management has created and begun investing in the Tony Byrne Financial Education Fund.
Tony said: “I know the importance of looking after finances from my own upbringing in working class East London. My own mother was exceptional at looking after the family’s money.
“I think giving people the knowledge and ability to plan their own finances is a much better than cash handouts. There’s an old Chinese proverb which says ‘You give a poor man a fish and you feed him for a day. You teach him to fish and you give him an occupation that will feed him for a lifetime.’ That’s the principle behind the financial education fund.”
Wealth & Tax Management will be investing a total of £50,000 in the fund over this and the next few years; £25,000 of it being awarded to community projects and the remaining £25,000 in an endowment fund, which will create a lasting legacy in the Milton Keynes area.
The fund is held and administered by the Milton Keynes Community Foundation, who have been distributing cash grants which have been changing lives and life chances for local people.
So far, some £4,950 has been allocated to community projects, including £2,000 to MK Act, to help the victims of domestic violence, with outreach work. Financial abuse is often a part of domestic abuse and the people who benefit from financial education will learn the skills of budgeting, managing an income, dealing with debt and on matters involving tenancies.
The company has also sponsored a young, locally based professional golfer, called Sam Buss. Last year that sponsorship amounted to £6,800.
Tony said: “The company sponsored Sam because he is a talented and ambitious young golfer with a great attitude. We like to encourage talent and to give something back to the local community.”