Balance: Wealth Planning Limited

Independent Financial Adviser  The Point, Nottinghamshire, Nottingham, NG2 7QW
check
FCA authorised
Last authorised 26th July 2021
We are an independent, Chartered financial planning firm. Our Financial lifestyle planners are experts in tax and lifetime wealth structuring and are currently offering meetings online, or over the phone, in response to Coronavirus.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MRS Rebecca Aldridge
Managing Director and Chartered Financial Planner
MRS Tina Winter
Chartered Financial Planner
MR Krupesh Kotecha
Financial Planner
About us

AWARD-WINNING
We are award-winning financial planners.

Trusted by hundreds of families in the Nottingham & Derby area, we have been recognised nationally as one of the UK's top 100 financial planning firms and won multiple awards for our approach.

OUR FOCUS: YOUR LIFESTYLE
Our focus is on growing, protecting and simplifying your wealth. Why? To give you the best chance of enjoying your ideal lifestyle - now and in the future.

FEES
We guarantee a free initial consultation of up to 1 hour, during which we will usually discuss some of your goals and your financial situation.

We charge a flat fee ranging from £2,500 - £7,500 for full financial planning advice and making all the changes you need. Extras are unusual. We charge a flat monthly fee to keep everything reviewed and address other planning issues as they arise.

PROVEN PROCESS
Hundreds of clients have made positive changes after going through our carefully designed process.

Using sophisticated software, we create a detailed lifetime wealth forecast to test which goals are achievable and simulate your plan under different conditions.

Your personal financial planner then develops your plan, with clear practical advice

Our services

OPTIMISE
A great financial plan is based on a deep understanding of what's important to you, and the expertise to optimise and protect your wealth. All with the aim of giving you the best chance of success.

PROVEN PROCESS
Using our proven process, we carefully consider every aspect of your finances. We forecast your wealth and the lifestyle it could support. Then we set out steps to help you get there as quickly and safely as possible.

AWARDS
David Norton Building Excellence 2018
NMA Top 100 Financial Adviser 2018 & 2019
Highly Commended Best Paraplanner 2019
VouchedFor Top Rated Adviser 2019 & 2020

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

The Point, Loughborough Road, West Bridgford, Nottinghamshire, Nottingham, NG2 7QW

Similar advisers near you

Independent Financial Adviser 0.28 mi
My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.
 
Independent Financial Adviser 0.32 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 0.36 mi
Retirement and Pension Specialist, locally based in Nottingham. Call today for a free consultation or initial chat, open from 8am - 8pm weekdays or 9am - 12midday on Saturday's.
 
Independent Financial Adviser 1.36 mi
Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.