Meet the committed team of Balance | Balance: Wealth PlanningChartered Financial Planners
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Our team

Enthusiastic, knowledgeable, and committed to making a difference

Rebecca Aldridge

Rebecca Aldridge

Managing Director

Gemma Murden

Gemma Murden

Director

Tina Winter

Tina Winter

Financial Planner

Krupesh Kotecha

Krupesh Kotecha

Financial Planner

Jane Chapman

Jane Chapman

Financial Planner

Laura Dean

Laura Dean

Operations Manager

Matt Aldridge

Matt Aldridge

Technical Manager

Jon Page

Jon Page

Paraplanner

Dani Nicholls

Dani Nicholls

Paraplanning Manager

Paul Hutchinson

Paul Hutchinson

Paraplanner

Zoe Franklin

Zoe Franklin

Executive Assistant

Karen Wyeld

Karen Wyeld

Senior Administrator

Christine O’Dowd

Christine O’Dowd

Executive Assistant

Rob Mcloughlin

Rob Mcloughlin

Administrator

Get in touch

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

Our offices

Nottingham

Trent Business Centre
Thoroton Road
West Bridgford
Nottingham
NG2 5FT

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
NottinghamDerby

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: Trent Business Centre Thoroton Road, West Bridgford, Nottingham, England, NG2 5FT. 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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