Balance: Wealth Planning Limited, award winning financial planning experts
Balance Wealth Planning Limited is an award-winning financial planning company based in Nottingham, England. Their team of financial consultants are experts in providing top-notch financial services to their clients.
Introduction to Balance Wealth Planning Limited, award winning financial planning experts
Balance Wealth Planning Limited is a UK-based company that specializes in financial planning. Established in 2008, the company has been providing comprehensive financial services to individuals and businesses for over a decade. The company's mission is to help clients achieve their financial goals and dreams by providing tailored financial planning and investment management solutions. What makes Balance Wealth Planning unique is their award-winning team of financial consultants who have extensive experience and knowledge in the financial services industry.Services & products
Balance Wealth Planning offers a range of financial services, including retirement planning, investment management, tax planning, estate planning, and more. The company's financial consultants work closely with clients to understand their financial goals and create a customized financial plan to meet their needs. Additionally, they offer a selection of investment products such as mutual funds, stocks, bonds, and ETFs.Location
Balance Wealth Planning is located in West Bridgford, Nottingham, UK. The area is known for its vibrant community and diverse range of businesses. Customers can expect to find a mix of restaurants, cafes, shops, and other professional services in the area. The location is easily accessible by public transportation, with the nearest bus stop (Trent Bridge) only a 5-minute walk away. Other nearby public transportation options include the Nottingham Train Station (3.5 miles away), and the Nottingham Coach Station (3 miles away).Benefits
Balance Wealth Planning stands out from its competitors because of its team of expert financial consultants who provide personalized financial planning services that cater to the unique needs of each client. The company is dedicated to helping clients achieve their financial goals and dreams, and they do this by providing exceptional service, comprehensive financial planning, and a wide range of investment products.Good to know
Customers should be aware that Balance Wealth Planning charges fees for their financial planning services. The company is committed to being transparent about their fees, and they provide a clear breakdown of their charges upfront to all clients.Reviews
Balance Wealth Planning has received numerous positive reviews from satisfied clients. Customers have praised the company's expert financial consultants, personalized service, and commitment to helping clients achieve their financial goals.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a range of financial services, including financial planning, investment management, retirement planning, estate planning, and tax planning. We work with our clients to create a personalized financial plan that meets their specific needs and goals.What experience do your financial consultants have?
Our financial consultants are highly experienced and have a wealth of knowledge in the financial industry. They have all completed extensive training and hold relevant qualifications. We are proud to have a team of experts who are committed to providing the best possible service to our clients.How do you charge for your services?
We offer a transparent fee structure for our services. Our fees are based on the time and resources required to provide each service, and we will always provide a clear breakdown of costs before any work is carried out. We believe in being upfront and honest about our fees, so you can make an informed decision about whether to work with us.Can you provide references or case studies of your past clients?
Yes, we are happy to provide references or case studies of our past clients. We have a track record of delivering excellent results for our clients, and we are proud of the relationships we have built with them over the years. Please get in touch if you would like to see examples of our work.How will you tailor your services to meet my specific financial goals and needs?
We understand that each of our clients has unique financial goals and needs, which is why we take a personalized approach to our services. We will work closely with you to understand your specific requirements and create a tailored financial plan that meets your goals. We believe in building long-term relationships with our clients, and we are committed to helping you achieve your financial objectives.Reviews
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Harry Wright
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!
17-05-2023
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Kateřina Krulišová
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.
17-06-2022
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Mozu Suke
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 assessing our life position and preferences, vision for the future and of course financial landscape. She was incredibly patient with us as well - I'm a lay person with a little knowledge, which is always dangerous and potentially frustrating for real experts, but her patience and good humour has never wavered. The detail and thoroughness of the analysis has really impressed us, as well as the clarity with which the findings are expressed. That has given us the confidence to move forward with a plan we may well never have had the courage to do otherwise! And as we proceed, their ongoing help, advice and support has been brilliant. In short, I'd recommend Tina and the whole support team at Balance Wealth without hesitation. Update: (Jan 2022). It's now a couple of years on. As time has passed and life events unfolded we have continued to engage with Tina and the team, updating and refining the advice and our investment landscape; our impressions remains just as positive. She is always flexible to our changing position and needs, always responsive and helpful w.r.t any questions or concerns we may have, and always doing the best for us rather than 'selling'. None of this is a surprise, but it's heartening to experience and worth saying. We have a couple of important changes to our situation coming up in the next few months, and have no qualms about continuing to seek help and advice from Tina and the team as these play out.
17-06-2022
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Jacqueline Hicks
I wasn’t sure what to expect, having never met with a financial planner before. I had a great meeting with Lindy who was very helpful, and there was absolutely no hard sell of their services. Recommend.
17-06-2022
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Patricia Galloway
17-06-2021
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Dawn Wilsher
Krupesh guided us through the pandemic turmoil that hit the world in March, his knowledge and calm approach gave us confidence that we were in the best place to get through it all. level heads and practical advice from Balance Wealth gives us confidence for the future. Shaun&Dawn.
17-06-2021
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chris cain
Tina from Balance wealth planning has been helping us with our finances for the last few years. They have managed to take most of the worry out of the whole retirement finances thing and in 2020 we definatly need less things to worry about.
17-06-2021
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Pete Hendry
Great company to deal with. Had a chunk of money to invest and wanted to steer clear of the high % fees charged by certain large wealth management companies. I received clear and sensible financial advice from Beccy and great followup help to ensure my money transferred
17-06-2020
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Jill Porter
I first met with Tina in 2015 and she immediately put me at ease and made me feel I could trust her completely. She shows genuine interest in my life and family and her continued support is very important to me. I recommend Tina and the whole support team at Balance Wealth without hesitation.
17-06-2020
