Contact Wealth Design
Mon – Fri 9:00am – 5:00pm
Wealth Design, Lagonda Suite, Virage Point, Green Lane, Cannock, WS11 0NH
admin@wealthdesign.co.uk
01543 571238
Wealth Design has a large office in Cannock, Staffordshire and was built on the foundations of its team members’ long experience within the profession. Director David Philips is a Chartered Financial Planner and spent over a decade being 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 2019, the formation of Wealth Design has been one of a swift yet managed growth. Areas of expertise include retirement planning and inheritance tax planning.
(Please note: The Financial Conduct Authority does not regulate: Tax and Estate Planning and Cashflow modelling.)
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 across the West Midlands, into Wales with experienced advisers, Gemma Oliver, Gay Nebel and Chris O’Meara.
You have voluntarily chosen to provide personal information to us via this website and you agree that your personal information may be used to provide you with details of products and services in writing, by email or by telephone. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.