We are delighted to announce that we have recently added five new employees to the team, and are recruiting currently recruiting for three as we celebrate completing our third year of business!
Jon Thorpe and Tina Winter have both joined the team as Financial Planners, with Jon based out of Derby and Tina predominately being based in Nottingham. Both new employees bring with them an abundance of experience and have really embraced the Balance: Wealth Planning Ltd ethos. We specialise in giving holistic financial planning advice to clients who are working towards, or have already experienced, a big financial change. The experience that Jon and Tina bring is already making a significant difference to their clients’ lives, with many now retiring from work sooner than planned, and booking exotic holidays to celebrate!
We are also delighted to welcome a trainee Financial Planner, Andrew Padgett to the team. Andrew has over 10 years of experience working for London based hedge funds focusing on European equities and has recently returned from a sabbatical which included travel and charity work.
To support the expansion of the team, a further two employees have joined the local firm. Dani Nicholls, who has been working within the Financial Planning profession since 2012, has joined as a Paraplanner. Her role includes supporting the financial planners to ensure the best the advice is provided to clients and to act as a sounding board and second opinion in the planning process. Her input has already proved incisive and valuable.
Finally, we have welcomed Christine O’Dowd as an Administrator for the company. Christine has a passion for organisation and will support all members of the team in providing the best service to all clients. Christine deals with the day-to-day processing and updating of financial transactions.
As mentioned before, we are still actively recruiting. One position has already been filled, with details to be announced next year, and we are also looking for a Paraplanner and Financial Planner to operate out of the Derby office. Anyone interested should visit www.balancewealth.uk/join-us
Managing Director, Rebecca Aldridge, said “I am so pleased to be welcoming the new members to our team. With such a combined wealth of experience and knowledge, as well as enormous passion for holistic financial planning, I know we will work well together and have an exciting journey ahead”. She added, “It’s really pleasing to reflect on all that we have achieved in the last three years – particularly the impact our advice has had on so many clients who have felt confident to make what are often significant, life-changing decisions, as a result. I very much look forward to seeing what the next three years has in store.”
