Company Information

Get to know Wealth Design

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).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Design

United Kingdom

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.