Top 100 Financial Planning firm in the country for second year

For the second year running, Balance: Wealth Planning have been selected as one of the New Model Adviser® Top 100 Financial Planning firms in the UK. To say we’re over the moon about it would be an understatement.

Celebrating ‘new model’ advisers, the publication recognises firms that are doing great things for clients, staff and the financial planning industry as a whole. Selecting financial planning businesses that have demonstrated a clear strategy for growing their business, contributing to the industry by sharing best practices, as well as a commitment to educating clients. Their top 100 list is published annually and recognises the best of the professional financial planning community.

New Model Adviser® identify firms that are working harder and smarter than ever. We’re extremely proud to have made the shortlist, as well as being mentioned for our charitable activities. It’s a real honour to be recognised alongside so many of our professional peers around the country.

Our Managing Director, Rebecca Aldridge, comments “I am so pleased that we have been voted as one of the top 100 UK financial planning companies for the second year running. We’ve worked hard to continue developing the business in line with our strategy and it feels fantastic to have those efforts recognised by a well-respected publication. It’s such an exciting time to be part of our profession at the moment”.