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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.

Who to contact

Contact Name
Rebecca Aldridge
Contact Position
Managing Director
Telephone
0115 7722126
E-mail
team@balancewealth.uk
Website
Balance: Wealth Planning - Website

Where to go

Name
Balance: Wealth Planning Limited
Address
Suite J, The Point
Loughborough Road
West Bridgford
Nottingham
Postcode
NG2 7QW
Notes

Free parking is available outside the building. 

Wheelchair friendly.

Time / Date Details

When is it on
Monday to Friday 9am - 6pm
Time of day
Afternoon
Morning

Other Details

Costs

Table of costs
Table of costs
AmountCost 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
No

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Record Last Updated On: 27/08/2019

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