Balance Financial Planning Limited
5 Common Road
Claygate
Esher
KT10 0HG
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(460421) New Leaf Distribution Limited
At Balance Financial Planning we believe in striking a balance of living today, whilst securing a stable and prosperous tomorrow. Our goal is to provide clients with sound independent advice and financial well-being, through considered tailored financial plans that balance their needs today, with safeguarding their financial future.
If you're looking to answer one of these questions, Balance Financial Planning can help.
Should I consolidate my pensions?
Will my money run out in retirement?
I know I need to invest, but where do I start?
How can I feel more secure in my financial decisions?
How will my family cope if I get cancer and lose my income?
Will my pension provide enough for my retirement?
Should I prioritise paying off debt or saving for emergencies?
How can I pay less inheritance tax?
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.
Balance Financial Planning Limited is registered as a limited company in England company no: 9414204. Registered office address: 5 Common Road, Claygate, Surrey KT10 0HG.
Balance Financial Planning Limited (FCA no. 1005927) is an appointed representative of New Leaf Distribution Ltd, who are authorised and regulated by the Financial Conduct Authority (FCA no. 460421).
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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.