About Us

Our business model challenges the norm within the world of financial advice, and we are proud to be different. Steering away from high ongoing commission linked to the scale of investments, we created our fee structure from the client's perspective to ensure that our charges reflect the true value of the work undertaken. This refreshingly fair approach is explained fully before we start work with you.

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 advice.

Wealth Design was built on the foundations of its team members' long experience within the profession. Just as we value each other within our small but highly effective team, you will find that we are friendly and approachable, and have the highest regard for our clients.

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 advice stands the test of time.

Focusing on Staffordshire and the Midlands, Wealth Design is based in Cannock with offices in Virage Point.

For honest and reliable financial advice from an independent financial advisor, contact Wealth Design on 01543 571238 or email info@wealthdesign.co.uk. Wealth Design is based in Cannock, Staffordshire, and extends its services throughout the UK.