We are award winning financial planning experts – independent, professional and excellent listeners
Our financial planners in Nottingham and Derby can work with you to establish what you want to achieve now and for the rest of your life, discussing your worries and priorities along the way. We analyse your entire financial situation now and forecast what it will look like in the future.
Then we design a clear plan, including advice about investments, minimising tax, and planning for the unexpected. All of which gives you the best chance of comfortably doing everything you wanted.
Our goals-based and holistic financial planning approach means we can answer important questions. That includes 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. This way of working has earned us a place in the New Model Adviser® Top 100 Financial Adviser firms in the UK for 2018, 2019 & 2020.
It might sound complicated, but we make sure even the most complex of advice is clear and easy to understand.
We are still here and working safely from home. Our contact details remain the same and someone will always be on hand to answer your query as promptly as possible.
Working hours of some of the team may have changed slightly, as we adapt to this new ‘normal’ but it remains business as usual at Balance: Wealth Planning.
We hope you remain safe and well at home during this difficult time.
We also want to send our support and thanks to any keyworkers keeping the country going.
Planning to retire?
We help you feel confident about retiring, with a regular income so you can tackle your bucket list in the years ahead.Learn how we can help
We help you structure your wealth wisely in retirement, so you can live comfortably as well as planning for your legacy.Learn how we can help
Receiving a lump sum?
We help you make positive use of your lump sum, whether it be to simply enjoy it, pay off debts or create an income.Learn how we can help
Receiving an inheritance?
We help you use your inheritance in a meaningful way; being sensitive to what your loved ones may have wanted.Learn how we can help
Winning the lottery?
We help you make smart, considered decisions about your unexpected windfall, so you can live the life you always dreamed of.Learn how we can help
Selling a business?
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.Learn how we can help
Get in touch
If you would like to chat, please complete the form and we will call you back.
Meet the team
Our team has a strong ethos of professionalism and care.Find out more