Welcome to the Wealth Design Group​

Welcome to the Wealth Design Group, 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.

Retirement Seminar

On September 12th we are holding a (free to attend) retirement-themed seminar. If you are planning for or are already in retirement, this is a perfect opportunity to learn more.The session includes talks on:
  • the psychology of retirement
  • what modern retirement looks like
  • financial planning for retirement
For more information and to book your place, please visit our Eventbrite page.

Client Questionnaire 2019

We are committed to providing the highest standard of financial advice and service possible. Therefore, we would like your feedback to help deliver a service that works for you.

Your comments are used to shape what we do and you can complete as much or little of the questionnaire as you’d like. If you would like us to respond directly to any of your points you can include your details or alternatively you can complete it anonymously if you’d prefer.

Please complete the client questionnaire here.

 

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

Our Team

The Wealth Design Group has formed a strong regional presence. Wealth Design Limited (covering Staffordshire and Mid-Wales) and Hunter & Co. (IFA) in Streetly, Sutton Coldfield. We offer you expert, independent advice in a range of specialised areas. You can find out more about our team here.