The Wealth Design business model challenges the norm within the world of financial advice, and we are incredibly proud to be different.
By building a market-driven, client-focused business we have steered away from high initial commission charges. Instead, we created our fee structure from the client’s perspective to ensure that our charges reflect the true value of the work undertaken.
Wealth Design Limited
Incorporated in September 2014, the formation of Wealth Design Limited has been one of swift yet managed growth. Thanks to the specialisms of founders David Philips and Steve Bennett, Wealth Design is particularly well placed to offer retirement and inheritance planning. However, you can also receive advice on services such as investments, financial planning and tax planning.
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 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, but is also keen to develop professional connections in the area.
Hunter & Co.
Founded in 1998 by Robin W Hunter, Hunter & Co has been offering independent financial advice for almost two decades from their base in Streetly, Sutton Coldfield.
As well as providing services such as investments, retirement planning, tax and trust planning, Hunter & Co also have a lot of experience dealing with corporate clients. This includes advice on group protection and retirement planning.
Further to this, Hunter & Co also possess a great deal of expertise in the fields of Clinical Negligence and Personal Injury thanks to one of our newest advisers, Chris O’Meara.
As an already client-focussed, the Hunter & Co team has expanded since joining the Wealth Design Group. The team is committed to building upon previous successes in the Sutton Coldfield area including moving around the corner into a more spacious office in Streetly.