Balance: Wealth Planning Limited
Initial consultation free
Independent financial adviser
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
Clients
helped
37helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
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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