News

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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Financial Planning Excellence Award- Finalists

Reading Time: < 1 minute We are very pleased to share that we have been shortlisted for the ‘David Norton Building Excellence’ Award for 2018. It’s a national award from the Chartered Institute of Securities…

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Brexit update

Reading Time: 3 minutes On Monday 9 July, Prime Minister Theresa May faced another member of her cabinet resigning – this time it was Boris Johnson, the former Foreign Secretary. Within minutes of his…

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