Response rating
10/10
FCA verified
18th September 2017

Balance: Wealth Planning Limited

Independent Financial Adviser Balance Wealth Planning Ltd, Trent Business Centre, Thoroton Road, West Bridgford, Nottinghamshire, Nottingham, NG2 5FT
First meeting at adviser's own cost
Planning some big changes? Perhaps selling your business or retiring? We are financial planning specialists. Holistic approach and fixed fees.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Jon Thorpe
Financial Planner
Rebecca Aldridge
Managing Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Gemma Murden
Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Rebecca Aldridge had been recommended to me by a local businesswoman in Nottingham. I value the advice of this particular businesswoman so set up an appointment to meet Rebecca.I have met a few Financial Advisors over the years and they've always come across a bit scary. I didn't understand what they were talking about and felt a little intimidated asking questions.Rebecca is not like that at all. She dresses very business-like, has a wonderful welcoming smile and speaks dead posh! Not that any of that really matters. What matters to me is the 'quality' of her financial advice and her ability to get it across to me in such a way that I could understand it. There was no pressure involved at all. Rebecca explained all the pros and cons involved in the particular financial matter up for discussion and left it with me to think about. Her communication skills are excellent and being in business myself this is something very important to me. She kept me updated via email at all times. I would not hesitate to recommend Rebecca. In fact I've already recommended her financial services to several of my friends.I'm looking forward to receiving Rebecca's ongoing financial advice and support with a new business venture that I will be launching soon. Rebecca stands head and shoulders above many other financial advisors. What could they have done better? Nothing. I was very happy on all levels.
Linda Booth, Nottingham
Investment is complex. I wanted guidance. Gemma sorted out my husband and my finances in a very professional and successful way. She advised us where to invest and helped us through the necessary transactions. She continues to keep a watching brief. Interest rates are at an all-time low but with Gemma's help we have received a much better return than we would have hoped to achieve without her. We are retired and find all the intricacies of the money market more complex and confusing as time goes on. We really appreciate Gemma's guidance and support. She continues to help us find ways of augmenting our pension income. Gemma does her very best for us. It is difficult to see what more she could do.
Gwen Johnson, Derbyshire
Need financial advice as about to retire. She set out my income and outgoings in a clear way so I could see what I could afford in retirement. Gemma was very clear and detailed in her assessment.
Sylvia Crawford, Derbyshire
Gemma was very understanding and takes each case differently, I feel 100% safe with as to how my pension is being dealt with.
Valerie Darlington, Derbyshire
Investment is complex. I wanted guidance. Gemma sorted out my husband and my finances in a very professional and successful way. She advised us where to invest and helped us through the necessary transactions. She continues to keep a watching brief. Interest rates are at an all-time low but with Gemma's help we have received a much better return than we would have hoped to achieve without her. We are retired and find all the intricacies of the money market more complex and confusing as time goes on. We really appreciate Gemma's guidance and support. She continues to help us find ways of augmenting our pension income. Gemma does her very best for us. It is difficult to see what more she could do.
Gwen Johnson, Derbyshire
We needed advice for compensation following road traffic accident. Gemma suggested the best way to provide an income to live on as I had to give up work. At present we have sufficient funds to provide a decent life style (annual holidays). We honestly don't think Gemma could have done any more. We got what we wanted which was professional advice about our investments.
Irene Garcia, Powys
I feel confident that Gemma is aware of my individual circumstances. We can speak openly and honestly about financial matters. I feel at ease with Gemma.
Anne Woollett, Derbyshire
I have found Gemma to have been entirely professional, extremely efficient and responsive to queries in a prompt and very helpful manner. I have secured significant peace of mind and have been able to make informative and correct decisions following Gemma's advice.
Trevor Lennox, Derbyshire
Gemma became my financial advisor in 2007 during a difficult time in my life due to divorce. She helped me to order my financial position at that time and has continued to do so subsequently and recently upon my retirement. Gemma knows me as a client and also as a person- she understands my needs and views re my finances and also my own everyday circumstances and concerns. She is professional in her approach, explains everything clearly and at the same time is easy to talk to - all of which are so very important when I am dealing with such significant financial matters and life changing events. She responds very quickly to e mails or phone calls if the need arises and contacts me to keep in touch on a yearly basis when we have not needed to communicate for some time. It is, and has been in the past, a weight off my mind to know that I can trust Gemma to give me good financial advice. I have confidence in her advice which is both professional and friendly. I am very happy with everything that Gemma does re my financial advice and personal contact. I can't think of anything that she could do better as far as I am concerned.
Jill Carr, Derbyshire
Our account was passed to Ms. Murden when our solicitors reorganised their financial arrangements. She carried out a thorough review of our existing investments and advised us about minor alterations. She advised us about provisions to be made in our wills and arrangements for the inheritance of our property. She prepares an annual review of our affairs which are then discussed in a personal meeting. We are satisfied with the arrangements made on our behalf and with the performance of our portfolio. We have regular communication and the opportunity for social contact. Ms. Murden will arrange meetings at mutually convenient locations. I cannot imagine any ways in which our affairs would be better managed.
Alan Bird, Derbyshire
Gemma was excellent. Thank you for helping to overcome a very stressful situation. Needed to set up a trust. Explained the process, found suitable investments and helped with a problem that developed within the family. Trust is established and all documents and statements have been arriving as expected.
Linda Skinner, Derbyshire
I needed some advice in relation to my re-mortgage and in relation to a sizeable sum of money I recently received as a family gift. What to do with it to make sure I'm in compliance with the laws, but also to protect my assets was something which had baffled me. My worry was doing something wrong unwittingly and then having to pay fines. Rebecca provided fast, friendly, and very reassuring advice. It enabled me to make the right decision for me and my circumstances, and to do so with confidence. Moreover, Rebecca's approach was so friendly and accommodating, I felt she genuinely cares. My current situation is that I'm confident the money is secure and that I've complied with the laws. My re-mortgage is sorted and approved. What could they have done better? In all honestly, I've no problem providing some suggestions, however, I can think of nothing she could've done better.
Justin, Nottingham
Rebecca took a thorough look at our finances, circumstances and objectives as we begin retirement. She has a tremendous ability to simplify an apparently complicated situation. Her clear, straightforward advice showed us how to manage our reduced incomes in future, how to get the best from our investments, savings and pensions, and how much to allow ourselves each year for travel and treats.
Andrew, London
I felt completely satisfied and happy with the advice and service I was given. Ms Aldridge fully understood what I wanted and she made sure all her recommendations to me were fully explained to every last detail. It was very comforting to me that not only did Ms Aldridge offer me her expertise but she showed understanding, patience and professionalism. It has been a pleasure working with Ms Aldridge, I fully recommend her services.
Daphne, Nottingham
We needed help with future financial planning, in particular with dealing with several pensions. Rebecca was professional and knowledgeable guiding is through our options. Nothing was too much trouble and she produced a very clearly-written detailed report for us.It was refreshing to deal with someone who, comfortable in their knowledge and experience, was able to answer our questions and give us time to consider the advice and options. Rebecca was calm, efficient and professional throughout. We felt in very safe hands and would recommend her services without hesitation. What could they have done better? I felt the service and well-written report were both excellent and cannot suggest any improvements to the service we received.
Deborah, Devon
Rebecca listened to our aspirations for the future in the medium and long term. We discussed our current circumstances and provided her with details of our savings, investments and pensions. Rebecca kept us informed of her progress and occasionally requested more detail. The report she provided took into account all that we had discussed and offered us a very clear and detailed picture of our financial situation. She detailed how we could move forward with our aspirations and how we could make best use of our financial circumstances to achieve our medium and long term goals.I cannot speak highly enough about how professional, , knowledgeable, meticulous, interested she was and gave us very sound advise with new ideas for our future finances.We will continue to use Rebecca as we have complete trust in her advise. What could they have done better? Rebecca was excellent, she kept to her word and contacted us regularly, produced a thorough, professional report, which has help us look at options we had not considered. I cannot recommend her highly enough.
Paul, Devon
Although the news about my pension was not what I was hoping for, Rebecca kept me fully informed at every stage of the process. I would highly recommend her for anyone needing advice about pensions. What could they have done better? Nothing at all, Excellent.
Dave, Bristol
Where to find us
About us

We are holistic financial planning specialists.

We help our clients uncover what they want achieve, then we recommend how to structure and manage their wealth for the best chance of success.

We work with people who have complex finances, or not enough time or expertise to keep on top of it all.

Our clients usually have income over £100,000 or savings/investments over £250,000. They might be facing challenges like retirement, deciding whether to sell a business, or inheritance.


There’s a one-off fixed fee for our initial research and advice. Then a fixed monthly fee for an ongoing service. No extras. No commissions. Clear, fair and simple.

Our services

The great thing about money is that it enables us to do what we enjoy and help the people we love. But it doesn't look after itself. At Balance: Wealth Planning we help our clients see what's important to them and pin down their objectives for the future. Then we arrange their wealth and keep everything on track - so they have the best chance of success.

Our advice is clear, independent and easy to follow. It covers all financial planning areas: investing tax efficiently, using pensions, saving wisely, protecting your family and reducing inheritance tax.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

We are independent, which means we aren't tied to any particular investment or product provider. We can always advise you impartially.

We have offices in West Bridgford, central Nottingham, Derby, Leicester and Chester.

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