Balance: Wealth Planning Limited

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Balance: Wealth Planning Limited Award winning, holistic financial planners | Independent financial planners | Independent financial We work with our clients on a long term basis.

We are financial planners: independent, professional and easy to talk to. First, we help you define what you want to achieve in life, then we provide ongoing financial planning advice to give you the best chance of success. We are on hand whenever you need us. Financial advice doesn't need to be complicated. We believe that advice should be clear, simple and easy to implement.

29/09/2026

Would you still make the same financial decision if there wasn’t a Budget approaching?

With the Autumn Budget on the horizon, speculation around pensions, tax and other potential changes is already creating plenty of headlines.

But speculation isn’t confirmed policy, and making significant financial decisions based on what might happen can have longer-term consequences.

In September’s Balance Briefing, Associate Financial Planner Dan Starkey looks at:

🔹 The changing picture for inflation and interest rates
🔹 Some of the speculation surrounding the Autumn Budget
🔹 Why significant financial decisions shouldn’t be driven by rumours

Watch September’s Balance Briefing below. 👇

The Budget is coming. Are you prepared?With plenty of speculation around what could be announced, now is the time to und...
11/09/2026

The Budget is coming. Are you prepared?

With plenty of speculation around what could be announced, now is the time to understand what the potential changes could mean, and how you can prepare for what’s ahead.

Join us for our Pre-Budget Seminar, where we’ll explore the key areas we think could be affected, look back at previous Budget announcements where changes are shortly coming into effect, and consider what practical steps you could take to prepare for what’s ahead.

📅 Wednesday 23 September
⏰ 9:00-11:00am
📍 Restaurant Six, Trent Bridge
🥐 Breakfast provided | Free to attend

Spaces are limited - register your free place today.

👉 https://zfrmz.com/QpuRSX2oXxwH4j2btUyQ

10/09/2026

📢 We’re hiring – Chartered Financial Planner

We’re looking for an experienced Chartered Financial Planner to join our growing team at Balance: Wealth Planning.

If you’re client-focused, collaborative and passionate about goals-based financial planning, we’d love to hear from you.

📍 West Bridgford / Hybrid
⏰ Full-time (part-time may be considered)
📅 Closing date: 30 September 2026

Find out more about the role and how to apply via the link in the comments below 👇

What a wonderful way to round off the summer!🥂Last Thursday, we had the pleasure of welcoming clients, friends and membe...
07/09/2026

What a wonderful way to round off the summer!🥂

Last Thursday, we had the pleasure of welcoming clients, friends and members of the Balance team to the lovely Goosedale for our end-of-summer client appreciation event.

The evening began with plenty of catching up, accompanied by live music from the brilliant Hazel Moon, before everyone tucked into a BBQ and some delicious cupcakes.

We also held a charity raffle in support of Trent Dementia, our chosen charity for 2026, and we're delighted to share that we raised £510! A huge thank you to everyone who bought a ticket and to the local businesses who generously donated some fantastic prizes.

Our Balance photobooth also made an appearance, capturing brilliant moments throughout the evening! 📸

And what better way to finish than with Hazel Moon's final set – which even got some of us up and dancing!

A big thank you to everyone who joined us and made it such a lovely evening.

01/09/2026

What should you be keeping an eye on as we head towards autumn?

In our latest Balance Briefing, Financial Planner Jorge Jackson looks at some of the developments shaping the financial landscape and the planning conversations worth having.

From markets and interest rates to what’s on the horizon, watch the full update below. 👇

This week in our Meet the Team series, we’re introducing Susie, our Director & Chartered Financial Planner. 👋With a care...
31/08/2026

This week in our Meet the Team series, we’re introducing Susie, our Director & Chartered Financial Planner. 👋

With a career in financial planning spanning almost 30 years, Susie brings a wealth of experience to the Balance team, combining her work with clients alongside helping shape the wider direction of the business.

Get to know Susie a little better below!

As part of our Meet the Team series, this week we’re introducing you to Krupesh, our Investment Director & Financial Pla...
24/08/2026

As part of our Meet the Team series, this week we’re introducing you to Krupesh, our Investment Director & Financial Planner. 👋

With his expertise in investments and financial planning, Krupesh plays an important role in helping our clients make informed decisions about their financial futures.

As we have a growing team at Balance, we thought it was time to introduce you to the people behind the business. 👋Over t...
17/08/2026

As we have a growing team at Balance, we thought it was time to introduce you to the people behind the business. 👋

Over the coming weeks, we’ll be sharing our Meet the Team series, giving you a little insight into who we are, and what we do, starting with out Managing Director and Chartered Financial Planner Rebecca Aldridge.

Keep an eye out as we introduce you to the team!

Tax-Efficient Gifting: Giving Assets vs CashWhen it comes to gifting, deciding what to give can be just as important as ...
13/08/2026

Tax-Efficient Gifting: Giving Assets vs Cash

When it comes to gifting, deciding what to give can be just as important as deciding how much.

Cash might seem like the simplest option, but investments, property and other assets can all have very different implications for Capital Gains Tax, Inheritance Tax and your own financial position.

Before making a significant gift, it’s important to understand how it fits into your broader financial plan, including what you can comfortably afford to give.

Our latest blog explores the key considerations when gifting cash versus assets. Read the full article via the link in the comments below 👇

Money can be one of the hardest subjects for families to talk about.Parents may worry about setting expectations, while ...
10/08/2026

Money can be one of the hardest subjects for families to talk about.

Parents may worry about setting expectations, while children can feel uncomfortable raising questions around inheritance or future plans.

But delaying these conversations can lead to misunderstandings, difficult decisions and added stress later on.

Our latest blog explores how families can start talking about money more openly, and why these conversations are an important part of financial planning.

Read the full blog via the link in the comments below 👇

Address

The Point, Loughborough Road
Nottingham
NG27QW

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+448007723456

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