Balance: Wealth Planning Limited
The Point
Loughborough Road
West Bridgford
Nottinghamshire
NG2 7QW
We are holistic financial planners.
If you have a change on the horizon like retiring, selling a business or receiving an inheritance windfall, there will be a big impact on your life and finances. You will want to take some financial planning advice from an expert.
Working with our financial advisers, you tell us your priorities and what you want from the future. Then we recommend how to structure and manage your wealth so you have the best chance of success. That includes recommending sensible low-cost investment portfolios, planning to reduce taxes and creating a strategy to make sure you will never run out of money.
There's a one-off fixed fee for our initial advice to get your finances into good shape. Then we charge a fixed monthly fee for an ongoing service. No extras. No commissions. Clear, fair and simple.
Independent financial planners. www.balancewealth.uk Authorised and Regulated by the FCA under reference 629329
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.