Wealth Design is a team of independent Chartered Financial Planners based in Derbyshire, UK. The company specializes in creating and managing personalized financial plans for individuals, covering areas such as investment planning, retirement and pension advice, inheritance tax planning, and financial protection. They focus on building long-term client relationships through a structured advice process that includes discovery, analysis, strategy development, and ongoing reviews. Wealth Design operates as a trading style of Wealth Design Group Limited, which is an appointed representative of The Openwork Partnership, a network of financial advisers regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom