Balance: Wealth Planning Limited

16/07/2026

Are you taking on more investment risk than you realise?

Many people assume they understand the level of risk in their portfolio. But over time, changes in markets, investments and even your own circumstances can mean your strategy no longer reflects your goals.

Regular reviews can help ensure your investments remain aligned with your attitude to risk and long-term financial plan.

Read our latest blog for a more in-depth look. You'll find the link in the comments below 👇

09/07/2026

Some of the biggest decisions we make in life aren't purely financial, but they almost always have a financial impact.

Buying a home, starting a business, taking a career break or planning for retirement can all shape both your future finances and your lifestyle.

Taking time to think through these decisions can help ensure they support your long-term goals, not just your immediate priorities.

Read our latest blog to explore some of life's biggest financial decisions 👇

https://balancewealth.uk/financial-decisions/

Financial decisions have an impact. We look at buying a home, taking a career break, helping children financially, and timing your retirement.

03/07/2026

Proposed changes to Cash ISAs and Investment ISAs have been making headlines recently, but what do they actually mean?

In this short video, Managing Director & Chartered Financial Planner Rebecca Aldridge explains what has been proposed, what remains uncertain, and why it's important not to rush into decisions before the final rules are confirmed.

Watch the video below 👇

01/07/2026

What an incredible way to end our Miles for Memories challenge! 💙

Throughout June, our team completed a combined 614 miles, the equivalent of around 23.5 marathons, all in support of Trent Dementia.

Yesterday, we wrapped up the challenge with our final walk, joined by some of our wonderful local clients and contacts, before finishing with a bake sale. Together, we raised an incredible £750 throughout the month.

A huge thank you to everyone who walked, ran, cycled, donated, baked, and supported us along the way. Every mile and every contribution has made a real difference.

If you'd like to support Trent Dementia, you can still donate here: https://www.justgiving.com/page/balance-wealth-planning-5?utm_medium=FA&utm_source=CL
We're so grateful for everyone's generosity and support.

29/06/2026

June Balance Briefing is now live.

Financial headlines are constantly changing, from inflation and interest rates to geopolitical events and political developments. But successful financial planning is rarely about reacting to every headline.

In this month's Balance Briefing, Financial Planner Susie Lovell explores why matching your investment strategy to your goals and timescales can help provide greater confidence through changing market conditions.

Whether you're building wealth, planning for retirement, or thinking about a future business exit, a well-structured financial plan can help you focus on what matters most.

Watch this month's Balance Briefing below 👇

26/06/2026

📢 We're hiring!

We're looking for an Administrator to join the team at Balance: Wealth Planning.

If you're organised, proactive and enjoy supporting both clients and colleagues, we'd love to hear from you. You'll play an important role in delivering the high level of service our clients expect, while working as part of a friendly and supportive team.

At Balance, we're proud of the culture we've built and believe our people are at the heart of everything we do. If you're looking for an opportunity to develop your career within a Chartered financial planning firm, this could be the perfect role.

If you, or someone you know, might be interested, we'd love to hear from you.

Find out more and apply here 👇

https://balancewealth.uk/about-us/join-us/

Fancy a change of scenery? See our latest job vacancies for more information about the roles we currently have available, and how to apply.

25/06/2026

A mid-year financial review is a great opportunity to pause and take stock.

Are your pensions, investments and savings still aligned with your goals? Have there been any changes in your personal or professional life that could affect your plans?

Taking time to review your finances now can help you make informed decisions for the months ahead.

Read our latest blog for some key areas to consider during your mid-year review 👇

https://balancewealth.uk/financial-review/

Use our mid-year financial review checklist to review investments, identify tax savings and update your financial plan so your money can grow.

24/06/2026

We’d love to share another client testimonial, as feedback like this means so much to our team.

This time, for our Managing Director & Chartered Financial Planner, Rebecca.

22/06/2026

Week 3 complete and we're delighted to share that we've now covered an incredible 463.85 miles in total. Every mile walked, run, and cycled is helping us raise awareness and support for Trent Dementia, and we're so grateful to everyone who has taken part so far.

A huge thank you to our team and supporters for helping us achieve this fantastic milestone. We've continued to build on the momentum from the first two weeks, and it's been fantastic to see everyone pushing themselves and contributing to such an important cause.

With just a few weeks remaining, we're excited to keep going and see how far we can get together.

If you would like to sponsor us and make a donation to support Trent Dementia, you can do so using this link: https://www.justgiving.com/page/balance-wealth-planning-5?utm_medium=FA&utm_source=CL

Thank you for your support!

16/06/2026

Every donation helps Trent Dementia continue providing vital support for people living with dementia and their carers across the East Midlands.

From health walks, craft groups and community drop-ins, to one-to-one support calls, carers events and dementia awareness initiatives, your support helps people stay connected, informed and supported.

Swipe through to see some of the ways your fundraising makes a difference.

If you'd like to support our work, you can donate here: https://www.justgiving.com/page/balance-wealth-planning-5?utm_medium=FA&utm_source=CL

Thank you for helping us create meaningful moments of connection and support for those affected by dementia. 💜