Our firm was proudly voted ‘Best Retirement Advice Firm’ in 2024 by the prestigious Money Marketing Awards. This category recognises UK financial advice firms that can demonstrate excellence in the accumulation, decumulation and at-retirement phases of their advice proposition to clients.
As part of the award application process, Rebecca was invited for an interview with a panel of highly respected judges, in which she was asked to talk about Balance: Wealth Planning, including our history, where we stand now, and our plans for the future.
On the night we were praised for our, “diverse approach and its well-rounded, competent service, which puts clients first”.
This recognition reflects our unwavering commitment to providing exceptional retirement planning services and highlights our client’s trust and confidence in us. It is an honour to be acknowledged for our dedication to helping individuals secure their financial futures with personalised, expert advice.