Excellence from the outset
The financial planning process begins with listening and understanding an individual’s wishes, current situation, and attitude to risk. Then utilising our advisers’ knowledge of the market and research capabilities within the team we begin a process to identify the most suitable options to meet the client’s brief.

Wealth Design works with Discretionary Fund Managers’ dedicated Investment Managers, allowing a highly proactive service for those clients with significant funds to invest who recognise the benefit of this service excellence. Wealth Design identifies the best match of Investment Manager to client and their requirements, rather than developing an off-the-peg relationship. This reiterates the ethos of providing whole of market independent advice.

Flexibility to adapt to market changes
Wealth Design has managed external factors, such as poor market performance, recognising that quality of service becomes even more critical when clients no longer secure the same returns as previously. Systems are in place to rebalance client portfolios according to their requirements and agreed levels. Pension reforms have created massive interest in retirement planning advice; David Philips has G60 and is a qualified pension transfer specialist, and is thus able to legitimately capitalise on this market.

The industry is highly regulated to ensure customers are protected and treated fairly. Wealth Design’s processes have always gone beyond this and even have their fee agreement on their website, which most advisers keep hidden for fear that other advisers can see their charges.

Supporting Communications
In addition to regular reviews Wealth Design are innovating in terms of regular client communications.
These include:

  • Comprehensive quarterly newsletters which are developed and distributed by Wealth Design rather than buying in generic contents.
  • An active twitter presence
  • An app is currently being developed to provide tax calculators and links to fund performance and proactive client engagement such as client satisfaction questionnaires and risk profiles.

Working Together with Clients