Balance: Wealth Planning Limited, award winning financial planning experts
Financial Planners
The Point, Loughborough Rd, West Bridgford, Nottingham NG2 7QW
Most Recent Comments
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May 2023
I visited Rebecca as a complete stranger with a career-related issue. Out of all the advisers I'd asked, she was the only one that helped me to move forward. Thanks, Rebecca!
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November 2022
Lindy spent a lot of time with me and made sure she understood my financial situation. She presented a detailed financial plan that took all of my current and future plans into consideration. I am really glad I chose Balance Wealth Planning, the whole team has been amazing and I am very happy with their services.
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November 2022
My wife and I first met with Balance: Wealth Planning shortly after my father's death, when I had started to believe with a little more confidence than previously that early retirement might conceivably be within reach. Tina spent significant time with us going through a really thorough (and actually enjoyable!) process...
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From Balance: Wealth Planning Limited, award winning financial planning experts
Financial planning starts with you. Together, we discuss what you want to achieve now and for the rest of your life, discussing your worries and priorities along the way. We analyse your entire financial situation now and forecast what it will look like in the future.
Then we design a clear plan, including advice about investments, minimising tax, and planning for the unexpected. All of which gives you the best chance of comfortably doing everything you wanted.
Our goals-based and holistic financial planning approach means we can answer important questions. That includes knowing when you will be financially independent, when you can afford to retire, if you can support your family financially, or if your planned lifestyle is sustainable.
