For the last 20 years David Philips has been our Financial Adviser. Prior to this David attended to the financial affairs of my late Father. We have always found David to be efficient and effective in all our financial dealings. David has always been very approachable, knowledgeable with a friendly yet professional manner. The advice he has offered has always proved reliable and has been tailored to fit with our requirements and circumstances. His excellent advice has allowed my husband to retire earlier than was expected.
Mrs. Sarah (Teaching Assistant) & Mr. Adrian B. Grace (Retired)
David Philips (Wealth Design Limited) has consistently offered us truly independent financial advice, always taking time to understand our specific requirements and tailoring financial options accordingly. We have been supported by David for several years and he has remained in tune with market developments, provided sound advice as our needs have changed and has always been responsive to questions or concerns.
Mrs. Jane & Mr. Peter Scriven (Retired Director)
The Professionals at Wealth Design have managed my transition from a Company Scheme to a SIPP, advised me of options when I retired, advised me of the Tax implications when my wife died unexpectedly, advised me how to transfer assets to my children in a tax efficient way and advised me how to use establish a Trust Fund.
Mr. J C Ratcliffe (Retired MD)
Over the last five years we have developed a great deal of confidence with Steve's clear and professional guidance. He is always extremely thorough in addressing and safeguarding our financial goals.
David, and Wealth Design, have worked with my family and myself to manage our investments and provide for our future, offering impartial advice and providing a very efficient service. Long-term relationships matter, and David has always been available to help us - we are very grateful and pleased with the results achieved
Mr Paul Honeywell (Company Director & Entrepreneur)