Rebecca Aldridge, Tina Winter, Caroline Keegan, Susie Lovell and Alistair Hill are all Chartered Financial Planners.
This prestigious accreditation is equivalent to a degree and only awarded to financial advisers with substantial qualifications and experience.
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Tina Winter and Caroline Keegan are Masters of Life Planning and are Registered Life Planners. All of our other planners have attended extensive life planning training with the globally recognised Kinder Institute of Life Planning.
That means they have been trained to uncover your deepest and most enduring values and objectives, before then building a bespoke financial plan.
The Kinder Institute’s training emphasises that what’s really important isn’t your money, it’s your life.
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Rebecca Aldridge, Laura Dean, Caroline Keegan and Lindy Kroese hold the globally recognised Certified Financial Planner accreditation.
This degree level qualification is earned through meeting rigorous education, examination, experience and ethics standards.
Click below to understand how Rebecca and Laura’s Certified status improves the outcomes for our clients.
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Balance: Wealth Planning are the winners of the 2024 Money Marketing Awards – Best Retirement Advice Firm and Next Generation Advice Firm of the Year.
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Balance: Wealth Planning are the winners of the 2018 CISI David Norton Building Excellence award.
The CISI’s prestigious award is named after one of the founding members of the Institute of Financial Planning, David Norton, and is awarded to a financial planning firm that has demonstrated building excellence with their core values, business strategy and passion for financial planning.
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Balance: Wealth Planning have been selected as one of the New Model Adviser® Top 100 Financial Adviser firms in the UK for 2018, 2019, 2020, 2021 & 2022.
The New Model Adviser® publication recognises firms that have established a successful approach and positive culture within their business.
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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.
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Balance: Wealth Planning is part of the Personal Finance Society’s Financial Vulnerability Taskforce. An initiative aiming to promote greater understanding, encourage appropriate behaviours and establish good practice regarding consumer vulnerability.
As financial planners, we understand it is our responsibility to ensure we deliver consistency, prioritise our clients’ best interests, and look out for those who find themselves in vulnerable circumstances.
Click below to discover more about our commitments and how we aim to support you if you find yourself in a vulnerable circumstance.
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