Balance: Wealth Planning Limited

: Balance Wealth Planning, The Point, Loughborough Road, Nottingham, Nottinghamshire, NG2 7QW

: FCA Number: 629329

Website Image of Balance: Wealth Planning Limited

Balance: Wealth Planning Limited, based in Nottingham, is a trusted firm specializing in comprehensive financial planning. As a FCA-regulated company (Reg No. 629329), it ensures a standard of professionalism and integrity across its range of services. These include expert advice on life investments, pensions retirement planning, final salary pension transfers, and more. Conveniently situated near The Point, Loughborough Road, their strategic location caters to clients across Nottinghamshire and surrounding regions. Reputed for its approachable staff and client-centred ethos, Balance: Wealth Planning Limited frequently works with individuals seeking tailored, regulated advice. This firm prides itself on providing trustworthy and future-focused strategies, making it an ideal choice for those seeking financial stability.

Their team includes 7 financial advisers. Check FCA registration here.

Balance: Wealth Planning Limited 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 Balance: Wealth Planning Limited from the Motorway

From the M1, proceed to take the M69 ramp towards Birmingham/Coventry. Upon reaching the roundabout, take the fourth exit which leads onto the M1 ramp towards Nottingham/Newark/Leicester (N). Merge onto the M1.
On arrival at junction 24, execute the A50/A453 exit in the direction of Stoke/Derby/Nott'm (S). At the Kegworth Interchange, diverge onto Remembrance Way/A453.
When you reach the Mill Hill Roundabout, select the second exit that leads onto Barton Lane/Remembrance Way/A453. At the subsequent roundabout, take the first exit onto Clifton Lane/Remembrance Way/A453. Continue straight to persist on Clifton Lane/Remembrance Way/A453.
At the Farnborough Road Roundabout, choose the second exit onto Clifton Lane/A453. Take the exit in the direction of Grantham/A52/Newark/A46/Melton/A606.
At the ensuing roundabout, take the first exit onto Clifton Lane/A453 and go through one roundabout. Continue your journey onto Wilford Lane/B679.
Upon approaching the roundabout, opt for the second exit and remain on Wilford Lane/B679. Finally, turn left onto Loughborough Road/A60, your destination will be located on your left.

List of advisers under Balance: Wealth Planning Limited:

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

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.