The pensions’ landscape has changed dramatically. People are now living longer and it has become increasingly important for individuals and businesses to plan ahead for access to tax-free lump sums and sustained income in later life.
As we are Independent Financial Advisors, you can have peace of mind knowing that we are not tied to particular partners or providers, but research the whole of the market to find you the best financial planning options.
Tax is a fact of life. It is also an important consideration for every independent financial advisor when weighing up the financial advice on offer. With personal tax possible at rates as high as 60% in the UK, tax planning evidently needs to be a fundamental aspect of our financial planning efforts.
Although it is never easy to contemplate the possibility of death or critical or long-term illness, it is an important issue to consider when getting your financial planning in order. Get an independent financial advisor to guide you through the optimal financial advice when it comes to financial protection.
Read more about our services
What makes us different?
With Wealth Design, you'll find a financial advisory business model that challenges the norm. Instead of high ongoing commission linked to the size of your investments, our fee structure has the best interests of you, the client, at heart and is simply based on the true value of the work entailed.
We believe that a job well done and an honest fee go hand in hand. This is exactly what you can expect when you work with an independent financial advisor from Wealth Design. Situated in Cannock, Staffordshire, Wealth Design offers knowledge, professionalism, transparency and fairness. Our refreshingly fair approach will be explained fully before we start work with you.
What can we do for you?
Ultimately, through careful evaluation, advice and planning we can enable you to reach financial solutions that both save you money and give you peace of mind. Your financial advisor will be with you every step of the way: the value we place on long term client relationships can be seen in our work with families from generation to generation. They are confident of being in a safe pair of hands as we have earned their trust, proving that our financial advice stands the test of time.
In a sector that is faced with constant legislative reforms, and bearing in mind that clients' circumstances are also subject to change, we keep up to date with all factors that may affect your wealth and offer consistently high-calibre financial advice.
What makes us credible?
Wealth Design in Cannock, Staffordshire, was built on the foundations of its team members' long experience within the profession. Directors David Philips and Steve Bennett each have a Diploma from the Personal Finance Society, and David is the Regional Chairman of the Staffordshire and Shropshire branch of the PFS.
Just as we value each other within our small but highly-effective financial advisory team, you will find that we are friendly and approachable, and have the highest regard for our clients.
For honest and reliable financial advice from an independent financial advisor, contact Wealth Design on 01543 571238 or email email@example.com. Wealth Design is based in Cannock, Staffordshire, and extends its services throughout the UK.