About You
Our clients are at the heart of everything we do, so we have dedicated an entire section of our website ‘About You’.
Wealth Design works with individual clients and in the interest of the whole family and also with business owners. We support them with high quality financial planning to suit their varying needs and situations.
Furthermore, we make every effort to be accessible to our clients while also effectively communicating any changes or updates with them. Here are just a few examples of the types of clients we most regularly work with.
(Please note: The Financial Conduct Authority does not regulate: Tax Planning and Cashflow modelling.
The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount you originally invested.)
Retiring
If you are reviewing your retirement options, Wealth Design can help you understand what life after work might look like financially. We can provide advice on the available options and implications, as well as work with you on an ongoing basis, both when you are accumulating for your retirement and on optimising your choices/options throughout retirement.
Investing
If you’re fortunate enough to have some extra cash to spare, it might be worth making your money work for you. Our advisers can help you invest your money depending on your desired incomes and attitude to risk. We will provide you with an idea of gain-versus-risk and an overview of the whole of market situation. Wealth Design can work with you to develop an investment plan designed to provide the returns required to support your lifestyle.
Legacy Planning
Working closely with you and your beneficiaries, we can help you plan your legacy, including using your pensions as an asset to pass down, creating Trust Funds and Inheritance Tax Planning.
Where appropriate, Wealth Design identifies the best match of Investment Manager. This reiterates the ethos of providing independent advice. This allows a highly proactive service for those clients with significant funds to invest and recognise the benefit of this service excellence.
Personal Injury & Clinical Negligence
A claim of personal injury or clinical negligence can be truly devastating. We give specialist advice to clients who have suffered from personal injury or clinical negligence. We need to understand you, your immediate and long-term needs and work with you to establish your financial plan moving forward with an understanding of your schedule of loss.
We also offer straightforward advice on how to then get the most out of your money, to ensure your long-term financial security and ongoing care is covered.
Corporate
Business owners often have to balance wanting to provide benefits for their employees with the associated financial implications of such schemes. Our advisers can take you through the most cost-effective and efficient ways to provide group protection and pensions schemes.
Professional Connections
With professional connections, we invest in relationships where all parties bring together their specialist knowledge to provide the client with the best solution for their circumstances.
We worked closely with a law firm regarding the affairs of an individual who hadn’t signed her will prior to the death. The legal and financial repercussions following her death were complex in terms of managing her estate and legacy in the way she had instructed prior to her death.
We also work with accountants in particular providing advice around tax-efficient financial planning. This may include setting up pension provisions including retirement planning for the Directors.