Author: Rebecca Aldridge

10 myths of ethical investing 10 myths of ethical investing

Reading Time: 3 minutes To clarify what ethical investing is, we’ll start by establishing what it isn’t. In this article, we’ll be addressing the ten most common myths of ethical investing. There has been…

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Rebecca Aldridge A message from Rebecca – COVID-19

Reading Time: 4 minutes I want to personally reach out during this difficult time when we are facing so many challenges and changes as a result of Coronavirus. I am mindful that in what…

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Budget 2020 Budget 2020: What does it mean for you?

Reading Time: 4 minutes On Wednesday 11th March 2020, the newly appointed chancellor, Rishi Sunak, stood up to deliver the first Budget of Boris Johnson’s majority government. As expected, the first issue addressed by…

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The gender gap The gender gap

Reading Time: 3 minutes With it being International Women’s Day this Sunday, we decided to revisit the very topical gender inequality issue, specifically looking at the gender advice gap. Tina Winter spoke recently about…

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Big ideas for your retirement 10 big ideas for your retirement

Reading Time: 4 minutes Retirement can be one of the most enjoyable phases in a person’s life. It should be a time when you know what you want to do, and best of all,…

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Once upon a plan: Robert and Kathy Once upon a plan: Thomas and Kathy

Reading Time: 4 minutes Whether you’re already working with us or not, everyone has a different journey with money. So we want to focus on how financial planning can aid that journey – and…

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Rebecca Aldridge The story of Balance: Wealth Planning

Reading Time: 3 minutes As we dive headfirst into Balance: Wealth Planning’s 5th year of business, we would like to take a moment to reflect on our journey so far. We’re so pleased to…

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Investing a lump sum Investing a lump sum

Reading Time: 3 minutes If you have recently gone through a big life event, then you might be set to receive a lump sum. But do you know how to go about investing it…

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The value of advice The value of advice

Reading Time: 3 minutes What is the value of advice? You may understand who we are and how we work, but commonly many overlook the true value we provide. Studies show that strategic advice…

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How to reflect your values through your investments How to reflect your values through your investments

Reading Time: 3 minutes Now, back to our series on values-based investing…we’ve explored what the United Nation’s Sustainable Development Goals are, why values-based investing is so important and who it’s for but now we…

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Who’s values-based investing for?

Reading Time: 3 minutes The significant increase in environmental, social and governance (ESG) orientated, values-based investing is a result of changing attitudes across society. In our previous blog post, we looked at why values-based…

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Why is financial planning so important? Why is financial planning so important?

Reading Time: 4 minutes You may know who we are and what we do, but are you still unsure about why you might need a financial plan in place? Maybe you’re a small business…

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