Wealth Design Holdings
Independent financial planning and advice for families, individuals planning for retirement, and business owners
Highlights
- New on EvolcAdded 2026-11-07
About Wealth Design Holdings
Wealth Design provides independent financial planning and advice, including tax planning, investments, savings and retirement planning, as well as tailored solutions for business owners. Its approach begins with a financial plan based on clients’ goals and objectives.
The firm serves clients primarily across central England and mid-Wales, including people at different life stages and business owners. It describes its fee structure as reflecting the value of its services and focuses on long-term client relationships.
Wealth Design Holdings Limited was founded in 2019 and is headquartered in Warrington, United Kingdom. Its team includes chartered financial planners and independent financial advisers.
Product: Independent financial advice and planning covering tax, investments, savings, retirement and business-owner needs.
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Website technologies
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.