Balance: Wealth Planning

We are financial planners: independent, professional and easy to talk to. We work with our clients on a long term basis. 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 and will work closely with your other professional advisers, like your lawyer or accountant.

Financial advice doesn't need to be complicated. We believe that advice should be clear, simple and easy to implement. We are a small team, with a strong ethos of professionalism, care and reliability.