Balance Financial Planning

Initial consultation free
We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Gerry Davies
Independent Financial Adviser


Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.

Balance Financial Planning Limited is registered as a limited company in England company no: 9414204. Registered office address: 5 Common Road, Claygate, Surrey KT10 0HG.

Balance Financial Planning Limited (FCA no. 1005927) is an appointed representative of New Leaf Distribution Ltd, who are authorised and regulated by the Financial Conduct Authority (FCA no. 460421).

Legal information

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Any decision to transact business is made by you on the basis of your own enquiries.

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