The Wealth Design business model challenges the norm within the world of financial advice, and we are incredibly proud to be different.
By building a market-driven, client-focused business we have steered away from high initial commission charges. Instead, we created our fee structure from the client’s perspective to ensure that our charges reflect the true value of the work undertaken.
Wealth Design was built on the foundations of its team members’ long experience and extensive knowledge. Just as we deeply value each other within our small but highly effective team, you will find that we are friendly and approachable, and have the highest regard for our clients. We offer expert advice on services such as investments, retirement planning and inheritance tax planning.
Incorporated in September 2014, the formation of Wealth Design has been one of swift yet managed growth. Thanks to the specialisms of Managing Director David Philips, Wealth Design is particularly well placed to offer retirement and inheritance planning. However, you can also receive advice on services such as investments, financial planning and tax planning.
The value we place on long term client relationships can be seen in our work with families from generation to generation. They are confident of being in a safe pair of hands as we have earned their trust, proving that our advice stands the test of time.
Wealth Design’s coverage extends beyond Staffordshire and into Mid-Wales, which is home to Gemma Oliver who is part of the team working with clients based in the area. Gemma has extensive experience in retirement planning, and is also keen to develop professional connections in the area. Chris O’Meara operates from the Rugby area and specialises in the area of Medical Negligence, whilst Gay Nebel has a wealth of experience, over many years as a Pension Specialist, especially working with family SSAS and SIPP cases