Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
Holistic financial planning
We are financial planners - we focus on you and what you want from life, not just your money. Together, we discuss what you want to achieve now and for the rest of your life, discussing your worries and priorities along the way. We analyse your entire financial situation now and forecast what it will look like in the future.
Then we design a clear plan, including advice about investments, minimising tax, and planning for the unexpected. All of which gives you the best chance of comfortably doing everything you wanted. Our goals-based approach means we can answer important questions. That includes knowing when you will be financially independent, when you can afford to retire, if you can support your family financially, or if your planned lifestyle is sustainable. This way of working has earned us a place in the New Model Adviser® Top 100 Financial Adviser firms in the UK for 2018.
When our plans include recommending a financial product, our independent status helps us find the best option without any restrictions.
We charge fixed, all-inclusive, fees, based on the complexity of what you need, not the amount you invest.
A dedicated team
Committed to delivering the highest-quality financial planning, helping all our clients achieve their life's aspirations. Our team is encouraged to improve their own skills, while enjoying the benefits of flexible working.
Our team has some of the highest-regarded qualifications in the financial advice world, and we believe in continually improving our knowledge and skills.
Each and every client receives a bespoke service, designed around their needs and values.
We are an independent firm, owned and managed by our board. All decisions are taken in-house without external influences.
Core to our ethos of always seeking improvements, we regularly review our advice, systems and processes, as well as engaging specialists to provide their expert feedback.
We believe in the importance of engaging experts to get best results. So, where needed, we will work alongside professionals such as your lawyer and accountant.
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"You have changed our lives. We are now living the life we never thought possible. We have been retired for a year now and we can't stop smiling!" Mr and Mrs C, clients of Rebecca Aldridge, Managing Director at Balance: Wealth Planning Limited
Mr and Mrs C from Nottingham
"I have worked with Jane Chapman over a long period of time and I'm very satisfied with the overall service as well as the considerable thought that was put into understanding my situation and financial goals. Jane was patient, knowledgeable and responsive to my many questions throughout the whole process. The advice was clear and the benefits and charges clearly explained. This helped me overcome my natural caution. I have no hesitation in recommending Balance: Wealth Planning". Mark S, client of Jane Chapman, Financial Planner at Balance: Wealth Planning. Mark was recommended to use Balance: Wealth Planning by a colleague.
Mark S from Leicestershire
Testimonials are added by the business owner and are not independently verified.