Meet the team at Balance | Balance: Wealth Planning Chartered Financial Planners
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Our team

Enthusiastic, knowledgeable, and committed to making a difference

Rebecca Aldridge

Rebecca Aldridge

Managing Director

Krupesh Kotecha

Krupesh Kotecha

Financial Planner

Tina Winter

Tina Winter

Financial Planner

Laura Dean

Laura Dean

Operations Manager

Matt Aldridge

Matt Aldridge

Technical Manager

Dani Nicholls

Dani Nicholls

Paraplanning Manager

Joe Jones

Joe Jones

Trainee Paraplanner

Punita Mistry

Punita Mistry

Trainee Paraplanner

Karen Wyeld

Karen Wyeld

Senior Administrator

Christine O’Dowd

Christine O’Dowd

Executive Assistant

Lauryn Mazzilli

Lauryn Mazzilli

Marketing Assistant

Get in touch

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

Our offices

Nottingham

The Point
Loughborough Road
West Bridgford
Nottingham
NG2 7QW

0115 7722126

Derby

Riverside Chambers
Full Street
Derby
DE1 3AF

01332 492126

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

Our offices

Our offices
Nottingham Derby

Nottingham

More information

Derby

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.

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