P.G. Hook, Hampshire
Scott and the team are professional, friendly and approachable - available to answer any queries I have promptly and efficiently.
Mr and Mrs K.M. (Semi- retired)
Since reaching the magical age of 55, we needed to assess our financial position and, importantly, what to do with our pension portfolio. Steve Bennett has proved to be a great help through his ability to listen and clearly understand our specific requirements, tailoring our options that have allowed us to "kick back" with confidence and enjoy a more relaxed lifestyle. Steve's excellent advice and ongoing, approachable personal style, leaves us feeling that our financial well-being is in safe and caring hands.
Mr and Mrs A.G. Retired
For the last 20 years David Philips has been our Financial Adviser. Prior to this David attended to the financial affairs of my late Father. We have always found David to be efficient and effective in all our financial dealings. David has always been very approachable, knowledgeable with a friendly yet professional manner. The advice he has offered has always proved reliable and has been tailored to fit with our requirements and circumstances. His excellent advice has allowed my husband to retire earlier than was expected.
I have known Gemma for a number of years and I trust her and feel very comfortable working with her. If something is puzzling me I can pick up the phone and ask without feeling stupid.
I find finance mind boggling and so working with Gemma at Wealth Design is reassuring. I feel much happier knowing that she is looking after my finances. She is much more proactive and knowledgeable than I would be. I feel the advice is well worth paying for.
P.H. Company Director & Entrepreneur
David, and Wealth Design, have worked with my family and myself to manage our investments and provide for our future, offering impartial advice and providing a very efficient service. Long-term relationships matter, and David has always been available to help us - we are very grateful and pleased with the results achieved
Mr & Mrs D.F.
Over the last five years we have developed a great deal of confidence with Steve's clear and professional guidance. He is always extremely thorough in addressing and safeguarding our financial goals.
Having used the services of another IFA who was a family friend for over 20 years it was somewhat of a nerve racking experience to be informed he was retiring! However, from the first meeting we were reassured that we were ‘in safe hands’. I have been impressed with Wealth Design who have provided an efficient and, more importantly, personal service from the start.
Myself and my husband have worked with Gemma for ten years. We think she is excellent and she explains things well and ensures that we understand them.
J.R. (Retired MD)
The professionals at Wealth Design have managed my transition from a Company Scheme to a SIPP. They advised me of options when I retired, advised me of the Tax implications when my wife died unexpectedly, advised me how to transfer assets to my children in a tax efficient way, and advised me how to use establish a Trust Fund.
Mr and Mrs P.S. (Retired Director)
Our adviser has consistently offered us truly independent financial advice, always taking time to understand our specific requirements and tailoring financial options accordingly. They have We have been supported by David for several years and he has remained in tune with market developments, provided sound advice as our needs have changed and has always been responsive to questions or concerns.