Balance: Wealth Planning Limited

Initial consultation free
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

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

MRS Rebecca Aldridge
Managing Director and Chartered Financial Planner
MRS Tina Winter
Chartered Financial Planner
MR Krupesh Kotecha
Financial Planner

Legal information

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