About You

Our clients are at the heart of everything we do, so we have dedicated an entire section of our website 'About You'. Wealth Design doesn't just work with individual clients, but works in the interest of the whole family. We support them with high quality financial planning to suit their varying needs and situations.

Furthermore, we make every effort to be accessible to our clients while also effectively communicating any changes or updates with them. Our comprehensive quarterly newsletters, social media and our mobile app are just a few of the ways in which we ensure our clients are kept up-to-date.
Our clients have many different needs, requirements and goals. Here are just a few examples of the types of clients we most regularly work with.
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Retiring

If you are reviewing your retirement options, Wealth Design can help you understand what life after work might look like financially. We can provide advice on the available options and implications, as well as work with you on an ongoing basis, both when you are accumulating for your retirement and on optimising your choices/options throughout retirement.

Investing

If you're fortunate enough to have some extra cash to spare, it might be worth making your money work for you. Our advisers can help you invest your money depending on your desired incomes and attitude to risk.

The process can be a daunting one for newcomers, but our team of advisers and support staff are on hand to guide you through it, providing you with an idea of gain-versus-risk and an overview of the whole of market situation.

Wealth Design can work with you to develop an investment plan designed to provide the returns required to support your lifestyle.

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Legacy Planning

We all want to be able to look after our families, but we also want to know they'll be looked after once we're gone. No doubt you will want to see your family reap the benefits of all your hard work and should therefore plan accordingly. By working closely with you and your family, we can help you plan your legacy, including using your pensions as an asset to pass down, creating Trust Funds and Inheritance Tax Planning.

Where appropriate Wealth Design work with Discretionary Fund Managers and dedicated Investment Managers. This allows a highly proactive service for those clients with significant funds to invest and recognise the benefit of this service excellence. Wealth Design identifies the best match of Investment Manager to client and their requirements, rather than developing an off-the-peg relationship. This reiterates the ethos of providing independent advice to everyone.

Personal Injury and Clinical Negligence

A claim of personal injury or clinical negligence can be truly devastating. In the blink of an eye, lives can be irreversibly changed and families can be left not knowing who to turn to for help. In short, what we do is simple: we work with your legal team to get the settlement that will help secure your financial future. We will continue to assist once settled to ensure the individual’s needs are met.

More specifically, we give specialist advice to clients who have suffered from personal injury or clinical negligence. We need to understand you, your immediate and long-term needs and work with you to establish your financial plan moving forwards with an understanding of your schedule of loss.

We also offer straightforward advice on how to then get the most out of your money, to ensure your long-term financial security and ongoing care is covered.

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Corporate

Although the Wealth Design Group is able to offer various services to corporate clients, our Hunter & Co office in Streetly has a particularly strong background in this type of work.

Business owners often have to balance wanting to provide benefits for their employees with the associated financial implications of such schemes. Our advisers can take you through the most cost-effective and efficient ways to provide group protection and pensions schemes.

Professional Connections

As a growing company, we are looking to build mutually beneficial professional connections across a range of industries, including solicitors and accountants within the West Midlands, Staffordshire and Mid-Wales.

Examples of work include working closely with a law firm regarding the affairs of an individual who hadn’t signed her will prior to the death. The legal and financial repercussions following her death were complex in terms of managing her estate and legacy in the way she had instructed prior to her death. We also work closely with accountants in particular providing advice around tax-efficient financial planning. This may include setting up pension provisions include retirement planning for the Directors.

With professional connections, we invest in relationships where all parties bring together their specialist knowledge to provide the client with the best solution for their circumstances.

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