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Our team

Enthusiastic, knowledgeable, and committed to making a difference

Rebecca Aldridge

Rebecca Aldridge

Managing Director & Financial Planner

Krupesh Kotecha

Krupesh Kotecha

Investment Director & Financial Planner

Laura Dean

Laura Dean

Operations & Marketing Director

Carolyn Talkes-Nicholls

Carolyn Talkes-Nicholls

Compliance Director

Matt Aldridge

Matt Aldridge

Security Consultant

Bridget Harris

Bridget Harris

Office Manager

Caroline Keegan

Caroline Keegan

Chartered Financial Planner

Susie Lovell

Susie Lovell

Chartered Financial Planner

Alistair Hill

Alistair Hill

Chartered Financial Planner

Jade Beasley

Jade Beasley

Paraplanning Team Leader

Nidhi Shani

Nidhi Shani

Senior Paraplanner

Robyn Addinall

Robyn Addinall

Paraplanner

Dan Starkey

Dan Starkey

Paraplanner

Chris Conway

Chris Conway

Paraplanner

Jake Nurse

Jake Nurse

Paraplanner

Karen Wyeld

Karen Wyeld

Admin Team Leader

Michelle Bacon

Michelle Bacon

Senior Administrator

Ethan Warren

Ethan Warren

Administrator

Jess Fippard

Jess Fippard

Administrator

Christine O’Dowd

Christine O’Dowd

Executive Assistant

Chloe Briggs

Chloe Briggs

Marketing Executive

Sheryl Lane

Sheryl Lane

CRM and Systems Developer

Get in touch

If you would like to get in touch with us, please complete the form and we'll get back to you.

Our locations

Nottingham

0115 7722126

The Point
Loughborough Road
West Bridgford
Nottingham
NG2 7QW

Derby

01332 492126

Lincolnshire

0115 7722126

Office 2, The Elms, Gainsborough Road, Torksey Lock, Lincoln LN1 2EQ.

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

Our office

Our office
NottinghamLincolnshire

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 | Cookie policy

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