Author: Rebecca Aldridge

Eco-friendly gift wrap 5 eco-friendly Christmas gift ideas

Reading Time: 3 minutes What better way to show your appreciation for your loved ones and the planet this festive period, than finding the perfect eco-friendly gift that won’t cost the earth? It doesn’t…

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How to find a financial planner you can trust

Reading Time: 4 minutes Navigating your finances can often be a troublesome and gruelling task, with many people inclined to leave it at the very bottom of their to-do list. But eventually, we all…

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Beach and chairs The UK Retirement Living Standards

Reading Time: 3 minutes On 17th October 2019, the Pensions and Lifetime Savings Association (PLSA) published the new UK Retirement Living Standards, aiming to help people visualise their future retirement and understand what it…

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6 Steps of Financial Planning

Reading Time: 3 minutes Earlier in October, we ran a series of amazing workshops in support of Financial Planning Week 2019. As some of you may not have been able to attend, we thought…

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Globe Why is values-based investing so important?

Reading Time: 4 minutes What’s all the fuss about? Well, with the climate crisis at a critical point, and the number of values-based/ethical investing opportunities increasing, now really is the time to realign your…

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Green racing car Looking beyond the label

Reading Time: 3 minutes Even if something looks green and shiny on the outside, it’s important to look under the bonnet to see what’s actually going on. In this post, we’ll be looking at…

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Are you ready to make big decisions?

Reading Time: 4 minutes Are you a snap decision maker? Or do you hate being put on the spot? As financial planners, we help people make great decisions about the most important things in…

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Striving for a sustainable future

Reading Time: 3 minutes At Balance: Wealth Planning we’ve always offered ‘ethical’ or ‘green’ investment solutions. This is an area that is gathering pace and interest with more of our clients not only asking…

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Honours for Paraplanner Dani Nicholls

Reading Time: < 1 minute Our Paraplanning Manager, Dani Nicholls, has been celebrating after being recognised as one of the UK’s best paraplanners in the 2019 Money Marketing Awards. Dani was awarded Highly Commended and…

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Pension Transfer Gold Standard

Reading Time: < 1 minute 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…

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Won the Lottery? What happens next…

Reading Time: 4 minutes Most of us will never experience winning the lottery, but if you are lucky enough to see your ticket hit the jackpot, what do you do next? Even if you…

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Goal setting – achieving what you want from life

Reading Time: 3 minutes There’s a lot of talk these days around ‘goal setting’, but what does this really mean from a personal perspective? Setting achievable goals doesn’t just apply to business – having…

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Five ways to spring-clean your finances

Reading Time: 4 minutes It’s not long to go until the end of the financial year, how are your finances shaping up? If you feel like you’re drowning in paperwork and your personal finance…

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