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News

Tis the season of giving: Volunteering in retirement and later life 9th December 2024

Reading Time: 3 minutesAre you thinking of volunteering in retirement or later in life? According to the NCVO (The National Council for Voluntary Organisations), most volunteers are aged between 65 and 74. From…

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What it means to be a Chartered Financial Planner 29th November 2024

Reading Time: 3 minutesBalance: Wealth Planning is one of only a few firms in the UK that have obtained Chartered status. Considered the ‘gold standard’ in financial planning, we share with you what…

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Black Monday crash From Chaos to Clarity: Financial planning lessons from the Black Monday crash 20th November 2024

Reading Time: 3 minutesOn 19 November 1987, a stock market crash shook the foundations of financial institutions around the world. Coined Black Monday, this event demonstrated the relationship between global markets and the…

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camper van or Retirement on the Road: Driving your camper van or motorhome dream forward 14th November 2024

Reading Time: 4 minutesDo you have your heart set on a motorhome retirement? Are you planning a camper van tour in the UK or abroad? We have compared camper van and motorhome lifestyles,…

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0115 7722126

The Point
Loughborough Road
West Bridgford
Nottingham
NG2 7QW

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01332 492126

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0115 7722126

Office 2, The Elms, Gainsborough Road, Torksey Lock, Lincoln LN1 2EQ.

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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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