Ballards Financial Services is an Appointed Representative of Boolers. We established Ballards FS to make sure we can offer our clients the best possible financial planning advice.
Our aim is to help our clients achieve their long term personal and commercial goals by providing one balanced, central source of advice.
We specialise in working with:
• Business owners
We'll help you to link up your business and personal goals so that you're able to achieve both; in turn, protecting your firm, your family and your future.
• Senior executives
We'll bring clarity to your personal financial goals, ensuring that your money is held tax-efficiently and working as hard as it can for you and your family.
• People nearing retirement
We'll ensure you are financially comfortable and secure; able to maintain the lifestyle you have now, or achieve the one you aspire to enjoy.
As well as general businesses and private individuals, we also offer specialist advice geared towards the medical, agribusiness, veterinary and technology sectors.
In our own right, we are Financial Planners. We believe that listening to our clients' needs and aspirations must be the starting point when planning their pensions or investments.
Our service will give you access to Chartered Financial Planners who have satisfied rigorous criteria relating to professional qualifications and ethical practice. You can be confident that you are dealing with a firm that is committed to providing the best possible advice, service and support.
We believe in forming long-term relationships with our clients, during which we will regularly review your requirements to make sure your plans stay on track.
Oakmoore Court, Kingswood Road, Hampton Lovett, Droitwich, Worcs, WR9 0QH
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