Balance: Wealth Planning Limited

Independent Financial Adviser Balance: Wealth Planning Limited, The Point, Loughborough Road, West Bridgford, Nottinghamshire, Nottingham, NG2 5FT
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
24th June 2019
Planning big changes? Holistic financial planning specialists | Award-winning | Flat fees | Expertise in tax and lifetime wealth structuring.
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Rebecca Aldridge
Managing Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Tina Winter
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Krupesh Kotecha
Financial Planner
Jane Chapman
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 B, Nottingham
Where to find us

Balance: Wealth Planning Limited, The Point, Loughborough Road, West Bridgford, Nottinghamshire, Nottingham, NG2 5FT

Make an enquiry
About us

We are award-winning chartered holistic financial planning specialists. What's really different about us is that you pay a flat fee for our planning advice. We're probably the only firm in the region to do that - and we think it's a much fairer way of working.

We help our clients uncover what they want to 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.

Balance: Wealth Planning Limited are:
Winners of the David Norton Building Excellence award 2018

New Model Adviser® Top 100 Financial Adviser firms in the UK for 2018

Best Financial Advisory Firm East Midlands - Midlands Enterprise Awards 2018

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)
£100,000
Minimum pension value
£100,000
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, Nottingham and central Derby.

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