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.
This guide brings together different sources to create a thought-provoking and insightful look at how the landscape for retirement has changed, and the implications on financial planning in the run-up to and throughout retirement.
It looks back at how retirement has changed over the years and forward to the trends of the future. Topics covered include the history of pensions, how retirement and those retiring have changed, spending in retirement, investment risk, accessing your pension, and leaving a legacy through your pension.
Please view our Retirement Guide.
Market CommentaryThis week we saw the Woodford saga come to an end as fund administrator Link wound down the Equity Income fund. While it’s easy to jump on “blame the manager” bandwagon, some of it should be shared to those who continued to recommend fund even as the level of unlisted stocks held within the portfolio crept up.
Yes, funds will open and close, but ultimately it will be the investors who get burnt. At the very least they should have been made aware that their star manager had turned, betting on lottery-like stocks rather than the large cap companies that had built his reputation in the first place. Read more
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.