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.
In September 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.
The deadline for bookings is Friday 30th August by 5 pm.
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.
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.