Balance: Wealth Planning - Holistic financial planning | Independent financial advice
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.
It might sound complicated, but we make sure even the most complex of advice is clear and easy to understand.
Last Updated
Record Last Updated On:
Contact Details
- Contact Name
- Rebecca Aldridge
- Contact Position
- Managing Director
- Telephone
- 0115 7722126 0115 7722126
-
team@balancewealth.uk
chloe@balancewealth.uk - Website
- Balance: Wealth Planning - Website
- Scan to visit this website
- Social Media
Where to go
- Name
- Balance: Wealth Planning Limited
- Address
-
The Point
Loughborough Road
West Bridgford
Nottingham - Postcode
- NG2 7QW
- View on a map
- Notes
Free parking is available outside the building.
Wheelchair friendly.
Time, Costs and Availability
Time / Date Details
- When is it on
- Monday to Friday 9am - 6pm
- Time of day
-
Afternoon
Morning
Costs
-
Table of Costs Amount Cost Type £1,500 - £10,000 - Details
- We will provide you with a cost proposal specific to you once we understand your circumstances and what you need.
Availability
- Referral Required?
- Referral not required