Striving for a sustainable future 11th September 2019Reading Time: 3 minutesAt 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 minutesThe 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 minuteOur 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…
Pension Transfer Gold Standard Reading Time: < 1 minuteWe are absolutely delighted that we have been acknowledged by the Personal Finance Society (PFS) with the Pension Transfer Gold Standard. It’s a badge that we wear with pride and…
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