Wealth Design
Financial Services
Green Lane, United Kingdom
7 employees
- Employees
- 7
- Contacts
- 4
- Emails
- 4
Wealth Design Overview
- Headquarters
- Green Lane, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- wealthdesign.co.uk
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2014
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Design
Welcome to the Wealth Design Group, a team of independent financial advisers who take a fresh approach to making your wealth work for you. With our extensive geographic coverage which includes Hunter & Co based in Streetly and Wealth Design Ltd extending from Cannock through Staffordshire and into mid-Wales– our team come with a wealth of experience and a variety of backgrounds and expertise. That said, they all have one thing in common: a commitment to customer satisfaction, a job well done and a satisfactory outcome for happy clients. Established in 2014, Wealth Design has already seen tremendous growth. More recently, by acquiring Hunter & Co to run alongside Wealth Design, we have gained a new level of experience by joining forces with a firm that has been operating since 1995. And now, the Wealth Design Group moves into a new era with a focus on growing our presence in Mid Wales. It is an incredibly exciting time to be involved with Wealth Design and we've even got the accolades to prove it. We were runner up for Most Promising New Start-Up at the 2017 Staffordshire Business Awards and runner up for Young Business of the Year at the Express & Star Business Awards 2017. More importantly, we were outright winners for the Express & Star 2017 Micro Business of the Year.
Wealth Design Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
Wealth Design Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kiran Mann | Trainee Financial Planner at Wealth Design Ltd | Walsall, England, United Kingdom |
Email
|
| Mark Terry Dip C.i.i. Cemap | Independent Financial Advisor with Wealth Design, an Appointed Representative of Corbel Partners Limited | Wolverhampton, England, United Kingdom |
Email
|
| Richard Clarke | Retired | Greater Derby Area, United Kingdom |
Email
|
| Chris O'meara | Experienced Financial Planner Specialising in Financial Advice for Serious / Catastrophic Injury Settlements and Court of Protection Deputies | United Kingdom |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
Wealth Design Tech Stack
Product / design
2 profiles
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