BALANCE: WEALTH PLANNING LIMITED

4.7/5 (97)

Name	BALANCE: WEALTH PLANNING LIMITED
Address	The Point, Loughborough Road, West Bridgford, Nottingham NG2 7QW
City	Nottingham
Category	Financial Services
Phone	01157722126
Email ID	[email protected]
Speciality	Retirement and Inheritance Planning, Pensions, Investments or Savings, Investment & Building Your Financial Plan
About	'Balance: Wealth Planning Limited' has award-winning holistic financial planning experts. Rebecca Aldridge is the managing director of 'Balance: Wealth Planning Limited'. She has been in the financial sector for over over 20 years. She works with clients to organise their wealth to have the best chance of meeting their objectives. She is a Chartered Financial Planner and Certified Financial Planner. The team has four financial planners named Krupesh Kotecha, Tina Winter, Caroline Keegan and Lindy Kroese. The team analyses your entire financial situation now and forecast what it will look like in the future. They tailor their service to suit you to give attentive service to clients with complex circumstances and requirements. They charge fixed, all-inclusive fees based on the complexity of what you need, not the amount you invest.
Website