Free financial planning sessions #FPWUK #GMW19 17th September 2019Reading Time: 3 minutes When it comes to planning for the future, it’s sometimes difficult to know where to start. You might have a bucket list, a dreams board, or even a worry box….
Free financial planning sessions #FPWUK #GMW19 17th September 2019 Read more
Striving for a sustainable future 11th September 2019Reading Time: 3 minutes At Balance: Wealth Planning we’ve always offered ‘ethical’ or ‘green’ investment solutions. This is an area that is gathering pace and interest with more of our clients not only asking…
What impact will Boris Johnson have on your money? 6th September 2019Reading Time: 2 minutes The new prime minister has said he has some ideas up his sleeve which will ‘dramatically affect tax, investments and housing’. Of course, these could come to nothing. But if…
Honours for Paraplanner Dani Nicholls 8th July 2019Reading Time: < 1 minute Our Paraplanning Manager, Dani Nicholls, has been celebrating after being recognised as one of the UK’s best paraplanners in the 2019 Money Marketing Awards. Dani was awarded Highly Commended and…