Balance: Wealth Planning Limited

Independent Financial Adviser The Point, Loughborough Road, West Bridgford, Nottinghamshire, Nottingham, NG2 7QW
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
Award-winning | Flat fees | Financial lifestyle planners | Sensible investments | Experts in tax and lifetime wealth structuring.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
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
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

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

Make an enquiry
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.

F E E S
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 and makes the changes for you.

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
VouchedFor Top 250 Adviser 2019
Highly Commended Best Paraplanner 2019

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)
£500,000
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, Nottingham and central Derby.

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