BALANCEPATH FINANCIAL PLANNING LTD

: 61 Orchard Avenue, Brentwood, Essex, CM13 2DR

: FCA Number: 1023300

BalancePath Financial Planning Ltd, located in the heart of Brentwood, Essex, is a reputable firm that offers expert financial planning solutions to both businesses and individuals. Regulated under FCA number 1023300, the firm specializes in life insurance, investment strategies, pensions retirement advice and final salary pension transfers. Serving the entire region surrounding Brentwood, the company's skilled advisors provide reliable and personalized financial guidance tailored to your unique needs. Clients often appreciate their professional yet approachable style, making them an ideal choice for those seeking trusted financial advice in and around Greater Essex. BalancePath Financial Planning Ltd, 61 Orchard Avenue, Brentwood CM13 2DR, GB.

Their team includes one financial adviser. Check FCA registration here.

BALANCEPATH FINANCIAL PLANNING LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to BALANCEPATH FINANCIAL PLANNING LTD from the Motorway

From the M25:
At junction 24, take the A111 exit towards Potters Bar.
Merge onto the M25.
At junction 28, take the A12 W exit towards A1023/Romford.
At the roundabout, take the second exit onto Brook Street/A1023. Continue to follow the A1023 route.
Turn right onto Kings Road/B185. Proceed through one roundabout.
At the following roundabout, take the first exit onto Queen's Road/B186.
At the next roundabout, take the second exit and remain on Queen's Road/B186.
At the subsequent roundabout, take the second exit onto Ingrave Road/A128.
At the final roundabout, take the first exit onto Orchard Avenue. Your destination will be on your right.

List of advisers under BALANCEPATH FINANCIAL PLANNING LTD:

BALANCEPATH FINANCIAL PLANNING LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.