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News

Should I save or invest How to choose the right strategy Should I save or invest? How to choose the right strategy 17th July 2025

Reading Time: 4 minutesA common question we’re asked is, “Should I save or invest?”. The answer will depend on both your financial situation and your personal objectives. As savings and investments offer different…

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Creating your ideal retirement A lifestyle-first approach Creating your ideal retirement: A lifestyle-first approach 10th July 2025

Reading Time: 3 minutesWhen you are trying to visualise your future retirement, we recommend looking beyond numbers. Instead, start by assessing your values, aims and aspirations and the lifestyle you wish to lead…

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Game, set and markets What we can learn about investing from tennis Game, set and markets: What to learn about investing from tennis 3rd July 2025

Reading Time: 3 minutesWimbledon started last week, and while many of us watch in anticipation, there’s a lot we can learn about investing from tennis. There are some useful parallels between tennis and…

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Financial Advice on Inheritance what you need to know in 2025 Financial advice on Inheritance: What you need to know in 2025 26th June 2025

Reading Time: 3 minutesWhether you’re giving or receiving an inheritance, it’s important to get advice as early as possible so you can plan ahead. Tax-efficient financial planning helps to reduce any stress and…

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0115 7722126

The Point
Loughborough Road
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NG2 7QW

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The team at Balance: Wealth Planning is authorised and regulated by the Financial Conduct Authority. You can find us on the FCA register by clicking here. Registered in England & Wales. Company number: 08552799. Registered Office: Suite J, The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. Click here to read our privacy policy | Cookie policy

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