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.

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

Budget Guide

Please view our Budget Guide.