Balance: Wealth Planning has been named a New Model Adviser® Top 100 Financial Planning firm in the UK for 2018, 2019 & 2020.
The New Model Adviser® publication recognises firms that have established a successful approach and positive culture within their business. Selecting firms that have demonstrated a clear strategy for growing their business, contributing to the industry by sharing best practices, as well as a commitment to educating clients.
Celebrating ‘new model’ advisers, that are forward-thinking and innovative; Balance: Wealth Planning are extremely proud to have made the shortlist and received this well-regarded recognition of their hard work. It’s a real honour to be recognised alongside so many of our professional peers around the country.