Balance: Wealth Planning Limited, award winning financial planning experts
BW
Financial Advisors
Balance: Wealth Planning Limited, award winning financial planning experts
The Point, Nottingham NG2 7QW
# Balance: Wealth Planning Limited
Balance is a Top 100 independent financial planning firm based in Nottingham, specialising in comprehensive, holistic financial advice delivered on a fixed-fee basis. They work with clients across the East Midlands to develop personalised financial plans that address their complete financial picture over a lifetime.
The firm serves individuals approaching or in retirement, those experiencing major life transitions, and people seeking to align their investments with their values. Their clients include those selling businesses, inheriting significant sums, planning retirement, and anyone questioning whether their current finances will support their desired lifestyle without compromise.
What distinguishes Balance is their deep focus on understanding clients' genuine aspirations and concerns rather than simply moving money around. Their award-winning approach combines detailed cash-flow modelling with genuine engagement, stress-testing plans against real-world scenarios. Clients consistently praise the team's thoughtfulness, care, and ability to provide reassurance during uncertain times.
Rather than charging percentage-based fees tied to assets under management, Balance operates on transparent fixed fees that reflect the time, expertise and care invested in each plan. This removes potential conflicts of interest and makes their costs predictable from the outset.
The firm demonstrates particular strength in retirement planning, inheritance and probate advice, investment strategy with ethical considerations, and guidance through significant life events. Their emphasis on ongoing support and regular plan reviews ensures clients feel genuinely guided, not abandoned after initial advice.
Balance is a Top 100 independent financial planning firm based in Nottingham, specialising in comprehensive, holistic financial advice delivered on a fixed-fee basis. They work with clients across the East Midlands to develop personalised financial plans that address their complete financial picture over a lifetime.
The firm serves individuals approaching or in retirement, those experiencing major life transitions, and people seeking to align their investments with their values. Their clients include those selling businesses, inheriting significant sums, planning retirement, and anyone questioning whether their current finances will support their desired lifestyle without compromise.
What distinguishes Balance is their deep focus on understanding clients' genuine aspirations and concerns rather than simply moving money around. Their award-winning approach combines detailed cash-flow modelling with genuine engagement, stress-testing plans against real-world scenarios. Clients consistently praise the team's thoughtfulness, care, and ability to provide reassurance during uncertain times.
Rather than charging percentage-based fees tied to assets under management, Balance operates on transparent fixed fees that reflect the time, expertise and care invested in each plan. This removes potential conflicts of interest and makes their costs predictable from the outset.
The firm demonstrates particular strength in retirement planning, inheritance and probate advice, investment strategy with ethical considerations, and guidance through significant life events. Their emphasis on ongoing support and regular plan reviews ensures clients feel genuinely guided, not abandoned after initial advice.
Services offered
Retirement planningCash-flow planningInvestment adviceEthical and sustainable investingBusiness sale planningInheritance and probate planningLifetime financial modellingFinancial planning for major life events