Book meeting online Email us 0800 77 23456

Home
About us
Financial planning
- Fees
Big life events
News
Get in touch

Our team

Enthusiastic, knowledgeable, and committed to making a difference

Rebecca Aldridge

Managing Director & Financial Planner

Krupesh Kotecha

Investment Director & Financial Planner

Laura Dean

Operations & Marketing Director

Carolyn Talkes-Nicholls

Compliance Director

Matt Aldridge

Security Consultant

Bridget Harris

Office Manager

Tina Winter

Consultant

Caroline Keegan

Financial Planner

Declan Gamble

Financial Planner

Lindy Kroese

Financial Planner

Susie Lovell

Financial Planner

Jade Beasley

Paraplanning Team Leader

Robyn Addinall

Paraplanner

Drew Collison

Paraplanner

Nidhi Shani

Paraplanner

Dan Starkey

Paraplanner

Dan Gaylor

Paraplanner

Karen Wyeld

Senior Administrator

Michelle Bacon

Senior Administrator

Christine O’Dowd

Executive Assistant

Chloe Briggs

Marketing Executive

Get in touch

If you would like to chat, please complete the form and we will call you back.

Our locations

0115 7722126

The Point
Loughborough Road
West Bridgford
Nottingham
NG2 7QW

01332 492126

For more information about our office, including directions, click on the map or the office name.

Our office

Our office

Nottingham

More information

Lincolnshire

More information

The team at Balance: Wealth Planning is authorised and regulated by the Financial Conduct Authority. You can find us on the FCA register by clicking here. Registered in England & Wales. Company number: 08552799. Registered Office: Suite J, The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. Click here to read our privacy policy.