Welcome to Wealth Design
Welcome to Wealth Design, where our independent financial advisers take a fresh approach to designing the best way to make your wealth work for you. We believe that a job well done and an honest fee go hand-in-hand, which is exactly what you can expect when working with one of our financial advisers.
Our Services
We offer independent advice in the areas of retirement planning, investments, financial planning, trust funds, tax planning, inheritance planning, protection, personal injury, and clinical negligence. We offer all potential clients an initial consultation at our expense. Read more about our services here.
Financial Planning
Our approach is underpinned by having a clearly defined financial plan. It’s a means of identifying the goals you are aiming for and working out the best route to achieve them. Read more
Privacy Policy
We take your privacy very seriously and ask that you read our privacy policy carefully as it contains important information about who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data and on how to contact us and supervisory authorities if you have a complaint.. Read more