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Call:  0115 7722126

Email: team@balancewealth.uk 

Chartered Financial Planners

Rebecca Aldridge, Gemma Murden and Tina Winter are Chartered Financial Planners.  This prestigious accrediation is equivalent to a degree and only awarded to financial advisers with substantial qualifications and experience.

 

Only around 10% of financial planners in the UK are qualified to this level.

 

Find out more about the Chartered Financial Planning accreditation from the Chartered Insurance Institute's Personal Finance Society website.

Registered Life Planners

Rebecca Aldridge and Gemma Murden are accredited as Financial Life Planners and Tina Winter is a Registered Life Planner with the globally recognised Kinder Institute of Life Planning.

 

That means they have been trained to uncover your deepest and most enduring values and objectives, before then building a bespoke financial plan.

 

The Kinder Institute's training emphasises that what's really important isn't your money, it's your life.

 

Find out more about the Kinder Institute for Life Planning.

Our accreditations

time to shine

Awards and accolades sm Chartered Financial Planner Certified Financial Planner

Our Managing Director, Rebecca Aldridge holds the globally recognised Certified Financial Planner accreditation.

 

This degree level qualification is earned through meeting rigorous education, examination, experience and ethics standards.  

 

Find out more about the CFP accreditation from the Chartered Institute for Securities & Investment website.

Certified Financial Planner

Kinder Institute of Life Planning Our awards Fastest Forty shortlist 2016 Pioneer 10 shortlist

Shortlisted in the Professional Services Category - 2016

Shortlisted for the top 10 business pioneers in Nottinghamshire - 2017

About us