News

Brexit and your investment portfolio

Reading Time: 3 minutes Brexit, and the impact it will have on all of us, is very much a hot topic at the moment. And, of course, there’s very little certainty right now as…

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Top 100 Financial Planning firms in the country

Reading Time: < 1 minute Balance: Wealth Planning has been selected as one of the New Model Adviser® Top 100 Financial Planning firms in the UK for 2018. The New Model Adviser® publication recognises firms that have established…

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Tina Winter is a Fellow of the Personal Finance Society

Reading Time: < 1 minute After three decades of working in Financial Services, accumulating advanced qualifications in pensions, tax and investment planning, Tina Winter is a Fellow of the Personal Finance Society. The fellowship is…

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Breaking the Mould – Interview with Forward Ladies

Reading Time: 4 minutes This article has been published by Forward Ladies following an interview Rebecca Aldridge had with them. When Rebecca Aldridge, Founder and Managing Director of Balance: Wealth Planning, couldn’t find a…

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Discussing Child Trust Funds

Reading Time: 2 minutes Child Trust Funds were only available for children born between 2002 and 2011, but there are a good few of them still around now. Many of them are quite small…

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