We are absolutely delighted that we have been acknowledged by the Personal Finance Society (PFS) with the Pension Transfer Gold Standard. It’s a badge that we wear with pride and it’s awarded to financial planning companies that adopt and champion a strong ethical code of conduct for pension transfer advice. 

At Balance: Wealth Planning, we want to continually improve the quality of financial planning and promote further transparency within the industry. Our clients really are at the core of everything we do, which pushes us to ensure we provide only the best, at all times.

We feel proud that the Personal Financial Society has acknowledged our integrity and good practice as well as our clear and thorough approach to pension transfer advice.