Balance: Wealth Planning

Financial Advisor in Nottingham, Nottinghamshire · More financial advisors in Nottingham NG2 5AW

Get a quote Call 0115 772 2126

About the Business

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.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans

Business Services

Our process

We take you through a number of stages when we first review your situation, so we can make sure everything is fully covered and we provide you with the best advice.

Once everything is in order we keep in touch regularly by phone or in regular meetings to help keep you on track and provide further advice where needed.

What's important?

We listen to what's on your mind, what you need and what you want to achieve in the future.

Your finances:

We work through your finances, making everything well structured and effective.

Plan of action:

We create a clear financial plan with steps to follow now and into the future.

Keep on track:

We're on hand whenever you need us, to revise your plan as things change and help you keep everything on track.