Wealth Design

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
Industry
Financial Services
Employees
7
Founded
2014
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Kiran Mann Trainee Financial Planner at Wealth Design Ltd
Email
Mark Terry Dip C.i.i. Cemap Independent Financial Advisor with Wealth Design, an Appointed Representative of Corbel Partners Limited
Email
Richard Clarke Retired
Email
Chris O'meara Experienced Financial Planner Specialising in Financial Advice for Serious / Catastrophic Injury Settlements and Court of Protection Deputies
Email

Employees by Management Level

Individual contributor 3 profiles
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0

Wealth Design Tech Stack

Product / design 2 profiles

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