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.

Wealth Design is based in Cannock, Staffordshire, and extends its services throughout the UK. 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.