Wealth Design Limited is one of the Midland’s newest Independent Financial Adviser practices.
Founded by Directors David Philips and Steve Bennett we can demonstrate a combined 55 years of continuous service in the Profession, looking after individual and corporate client Financial Planning needs. Supported by Administration, Paraplanning and Marketing colleagues the business is already supporting long standing clients of both advisers as well as attracting new ones.Constant legislative changes and changes in client’s needs means that advice needs to be regularly updated and reviewed.
So why use Wealth Design you might ask?
The driving force of the business is to provide ‘excellence of advice’ but also to move away from the current typical status quo of always linking the cost of that advice to the value of client assets. On Establishing the business we asked ourselves ‘does work on investing £1,000,000 for a client utilise twice as much work as advice on £500,000?’ At Wealth Design we don’t believe so.