Teamwork and customer service
Wealth Design, where we take a fresh approach to designing workable and worthwhile solutions for your wealth.
Services built on strong and fair foundations
Wealth Design is made up of a team with decades of extensive experience within the financial services profession, incorporated into a new dynamic company in 2014. The qualities that we value in each other - friendliness, skill, knowledge and professionalism - are brought to bear in all our dealings with clients. Above all, we want you to benefit from value for money and to feel confident that your financial affairs are in good hands.
Keeping ahead of the game
In our sector there are frequent changes to rules and regulations and a vast marketplace of products to be aware of. We work tirelessly to ensure that we're up-to-date with legislation and issues that could affect the management of your finances. Our approach is geared towards ongoing commitment and the long-term view, borne out by our proven track record.
What can you expect from the various stages of working with Wealth Design? A straightforward and cost-effective process:
An Initial Consultation, offered free of charge
- A further Fact Finding Meeting to gather crucial information about your financial situation and attitude to risk, also at our expense
- A Recommendation Report is produced
- Your Plan is set up
- Review of your Plan with care and advice through our Ongoing Management Service
Different levels of service are available, according to your needs.
No initial outlay
Please note that your first discussions with us are completely free of charge. Our approach to the fee structure is refreshingly different, and you can expect an honest fee for a job well done.
Why Wealth Design?
In addition to our Personal Finance Society (PFS) status, which ensures that you will be treated with professionalism, transparency and fairness, our long term associations with clients speak for themselves. We believe in clear, jargon-free communication and we'll seek your feedback to ensure we're meeting your expectations. We're proud of the trust our clients place in us and we look forward to forging new relationships that will also stand the test of time.