Wealth Design has a large office in Cannock, Staffordshire and was built on the foundations of its team members’ long experience within the profession. Directors David Philips and Steve Bennett each have a Diploma from the Personal Finance Society, and David is the Regional Chairman of the Staffordshire and Shropshire branch of the PFS.
Just as we value each other within our small but highly-effective financial Advisory team, you will find that we are friendly and approachable, and have the highest regard for our clients. Incorporated in September 2014, the formation of Wealth Design Limited has been one of a swift yet managed growth. Areas of expertise include retirement planning and inheritance tax planning.
Through careful evaluation, advice and planning we can enable you to reach financial solutions that both save you money and give you peace of mind. Your financial adviser will be with you every step of the way: 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 financial 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 previous experience in retirement planning and is also keen to develop professional connections in the area.