Welcome to Wealth Design Limited

Welcome to Wealth Design Limited, where our independent financial advisers take a fresh approach to designing the best way to make your wealth work for you. We believe that a job well done and an honest fee go hand-in-hand, which is exactly what you can expect when working with one of our financial advisers.

Our 2020 Event

This seminar is open to those interested in finding out more about Wills, Probate and Inheritance Tax Planning Seminar and is free of charge to attend.  The event takes place on 15th September between 10am and 2pm.
Book your place here

Retirement Guide

This guide brings together different sources to create a thought-provoking and insightful look at how the landscape for retirement has changed, and the implications on financial planning in the run-up to and throughout retirement.

It looks back at how retirement has changed over the years and forward to the trends of the future. Topics covered include the history of pensions, how retirement and those retiring have changed, spending in retirement, investment risk, accessing your pension, and leaving a legacy through your pension.  

Please view our Retirement Guide.

Our Services

We offer independent advice in the areas of retirement planning, investments, financial planning, trust funds, tax planning, inheritance planning, protection, personal injury, and clinical negligence. We offer all potential clients an initial consultation at our expense. Read more about our services here.

Financial Planning

Our approach is underpinned by having a clearly defined financial plan.  It’s a means of identifying the goals you are aiming for and working out the best route to achieve them. Read more