Guiding families to financial freedom
Count on our team of independent financial planners to guide you towards your unique goals.
Safe hands for your finances
Formed in 2019, we are independent financial planners serving clients primarily across central England and mid-Wales. Our clients trust us because we’ve consistently demonstrated that our advice stands the test of time, and they know they’re in safe hands.
At Wealth Design, our strength lies in our team’s rich experience and extensive knowledge. We value each other and create a friendly and approachable environment that our clients truly appreciate.
Dedicated to your success
Tap into our experience, knowledge, and expertise to help you meet your financial needs. We offer a range of services, including tax planning, investments, savings, retirement planning, and tailored solutions for business owners.
Our approach is built on creating a clearly defined financial plan, designed to identify your goals and map out the best route to help achieve them.