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.
There are three cornerstones which have underpinned our growth:
- The mission of Wealth Design is a job well done and a satisfactory outcome for happy clients.
- This is supported by an ethos of caring, and an understanding of the significance of the role of excellent financial planning in people’s lives.
- Growth can only happen with the right team. They will ensure the mission and values will continue to be delivered and clients will be satisfied.
What do you look for in your firm of financial advisers? That it is ethical and puts your interests first? That its people are competent, knowledgeable and committed to maintaining their professional capability? Those are precisely the qualities embodied by Chartered status – the reason Wealth Design Limited are proud to have achieved the title Chartered Financial Planners.
Chartered status is a public commitment to professional standards. It is awarded to firms who demonstrate development of knowledge, enhanced capability and maintain ethical standards. The title Chartered Financial Planners is granted by the Chartered Insurance Institute, the professional body for insurance and personal finance.
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.
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
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.