Welcome To Wealth Design

Welcome to Wealth Design, 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.

We're incredibly proud of the Wealth Design journey so far - so much so, that we have documented our story. We hope you will become an important part of our story too.

Our Story

As part of our entry to the Express and Star 2017 Business Awards, we wanted to tell people about the Wealth Design Story. The Wealth Design Storybook tells the story of our founding, our growth and our plans for the future.

We were crowned winner of the Micro Business of the Year Award and runners up for Small Business of the Year. You can read Our Story in full here.

Our Team

With our two offices - Wealth Design Limited (covering Staffordshire and Mid-Wales) and Hunter & Co. (IFA) in Streetly, Sutton Coldfield - the Wealth Design Group has formed a strong regional presence. We have never been in a better position to offer you expert, independent advice in a range of specialised areas.

Our combined team of twelve - five advisers, a business manager, a head of professional connections and five support staff have a depth of knowledge, expertise and experience to help you in managing your wealth effectively. You can find out more about our Team here.

Our Services

Wealth Design offers independent advice in the areas of retirement planning, investments, financial planning, trust funds, tax planning, inheritance planning, protection, personal injury, and clinical negligence. In a sector that is faced with constant legislative reforms, and changing client circumstances, we keep ourselves up-to-date with all factors that may affect your wealth whilst offering consistently high-calibre financial advice.

We are also firm believers that choosing the right Financial Adviser is of paramount importance and you need to feel they are someone you can work with and trust. Therefore, we offer all potential clients an initial consultation at our expense. You can read more about Our Services here.

Our App

The Wealth Design app is available through the Apple Store and Google Play. With our app, you can keep in touch and access a whole range on information no matter where you are. Tax calculators, mileage tracker and a receipt manager are just a few of the features you may find particularly useful while on-the-go. ​​​