Balance: Wealth Planning
Balance: Wealth Planning is an independent financial planning firm that offers financial advice tailored to individual needs. Founded in 2014, the firm provides financial planning services for both personal and business clients.
- Financial planning
- Cash-flow planning
- Retirement planning
- Inheritance planning
- Investment portfolios
- Investment and tax planning for businesses
Locations
Digital Popularity
Available on
Competitors
Stephen Eve Financial Planning is an independent financial advisory firm based in Nottingham, dedicated to providing holistic financial planning and cash flow guidance.
Cockburn Lucas, established in 1997, provides reliable and trustworthy independent financial advice to private clients, companies, and family trusts in the East Midlands.
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
St.
Company Details
Balance: Wealth Planning is operated by Balance: Wealth Planning Limited and is a Active company incorporated on 3 June 2013 with the registered office located in Nottingham, Nottinghamshire. Balance: Wealth Planning Limited was registered 12 years ago.
Status
Active
Size
Micro
Directors
4
Age
12 years old
Employees
21
Turnover
Unreported
Total Assets
£312.76K
Cash in Bank
£162.54K
Total Liabilities
-£44.43K
Teams
18
7
5
3
1
1
4
Executive Assistant • Joined Nov 2018
Marketing Executive • Joined Feb 2023
Compliance Director • Joined Mar 2021
Operations & Marketing Director • Joined Feb 2022
Investment Director & Financial Planner • Joined May 2018
Managing Director | Chartered Financial Planner | Female IFA | CFP | Pension Transfer Specialist • Joined Nov 2014
Administrator • Joined Jul 2023
CRM & Systems Developer • Joined Feb 2025
CRM & Systems Developer • Joined Feb 2025
Senior Administrator • Joined May 2021
Financial Administrator • Joined Nov 2024
Chartered Financial Planner • Joined Apr 2023
Paraplanner • Joined May 2023
Financial Planner • Joined Jan 2021
Chartered Financial Planner • Joined Feb 2024
Senior Paraplanner • Joined Sep 2023
Paraplanner • Joined May 2023
Executive Assistant • Joined Nov 2018
Administrator • Joined Jul 2023
Senior Administrator • Joined May 2021
Senior Administrator • Joined Nov 2018
Financial Administrator • Joined Nov 2024
Marketing Executive • Joined Feb 2023
Operations & Marketing Director • Joined Feb 2022
Senior Administrator • Joined May 2021
Senior Administrator • Joined Nov 2018
Compliance Director • Joined Mar 2021
Investment Director & Financial Planner • Joined May 2018
Managing Director | Chartered Financial Planner | Female IFA | CFP | Pension Transfer Specialist • Joined Nov 2014
CRM & Systems Developer • Joined Feb 2025
CRM & Systems Developer • Joined Feb 2025
View 18 members