Welcome to our financial planning firm, a top 100 independent financial planning firm in the UK for the last 5 years. We are a dedicated team of financial planners, offering holistic planning advice for a fixed fee to clients in Nottingham, Lincolnshire, and around the UK. Our goal is to help you achieve your financial aspirations, providing clarity, and direction to your financial journey.
Our Team
Our team consists of experienced and qualified financial planners who are passionate about helping you make the most of your money. We are committed to working with you to understand your goals and priorities, providing clear and unbiased financial advice, regardless of the complexity of your financial situation.
What Makes Us Different?
Our unique approach to financial planning sets us apart from other financial planning firms. We provide goals-based and holistic financial planning, enabling us to answer critical questions such as knowing when you will be financially independent, when you can afford to retire, if you can support your family financially, or if your planned lifestyle is sustainable. We take pride in our ability to make even the most complex of advice clear and easy to understand.
Awards & Accreditation
Over the years, our commitment to providing exceptional financial planning services has earned us several accolades, including a place in the Top 100 Independent Financial Planning firms in the UK for the last 5 years. These awards recognize our dedication to putting our clients' interests first, providing clear and unbiased financial advice.
Our Services
We offer a range of financial planning services tailored to meet your specific needs, including:
- Financial Planning: We help you establish what you want to achieve now and for the rest of your life, discussing your worries and priorities along the way. We analyze your entire financial situation now and forecast what it will look like in the future, providing clear and concise financial advice to help you achieve your goals.
- Investment Advice: We provide tailored investment advice that aligns with your risk tolerance, investment horizon, and financial goals. Our investment advice takes into account your tax situation, ensuring that you minimize your tax burden while maximizing your investment returns.
- Retirement Planning: We help you feel confident about retiring, with a regular income so you can tackle your bucket list in the years ahead. We can also help you structure your wealth wisely in retirement, so you can live comfortably as well as planning for your legacy.
- Cash-flow Planning: We help you manage your cash flow effectively, enabling you to make informed decisions about your finances. Our cash-flow planning services take into account all your sources of income and expenses, helping you understand how much you can save, invest, and spend.
- Inheritance Planning: We help you use your inheritance in a meaningful way, being sensitive to what your loved ones may have wanted.
- Business Financial Planning: We help you keep taxes to a minimum and create a strategy to support you as you move into the next chapter of your life.
Fees
Our fees represent the time, care, and expertise needed to produce your personal financial plan and help you implement it. We charge fixed fees, ensuring transparency and fairness in our pricing. Our fees are based on the complexity of your financial situation and the scope of our services, enabling us to provide tailored and cost-effective financial planning solutions.
Excellent Service and Expertise
The reviewers praise the exceptional service and expertise provided by the team at Balance Wealth Planning. They highlight the patience, good humour, and thoroughness of the advisors, who take the time to understand their clients' financial situations and preferences.
Personalized and Tailored Approach
Reviewers appreciate the personalized and tailored approach taken by the advisors, who present detailed financial plans that take into account their current and future plans. They value the clarity and simplicity with which the findings are presented, giving them the confidence to move forward with their financial plans.
Responsiveness and Ongoing Support
Clients praise the ongoing help, advice, and support provided by the team, who remain responsive and flexible to their changing needs and circumstances. They appreciate the lack of "hard sell" and the focus on providing the best possible advice rather than pushing specific products.
Confidence and Trust
The reviewers express their confidence and trust in the team at Balance Wealth Planning, citing their expertise, professionalism, and calm approach as key factors. They feel empowered to make informed decisions about their finances and are grateful for the guidance and support received.
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