Carefully considering every aspect of your finances, we forecast your lifetime wealth and the lifestyle it could support. Our careful planning could help you do more than you ever thought possible, sooner than you imagine. Our fees represent the time, care and expertise needed to produce your personal financial plan, and help you implement it.
We are award winning financial planning experts - independent, professional and excellent listeners. Our financial planners in Nottingham and Derby can work with you to establish 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.
We are award winning financial planning experts - independent, professional and excellent listeners. Our financial planners in Nottingham and Derby can work with you to establish 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.
Services
After years of experience in different firms and having helped hundreds of clients, I had strong views on how financial planning should be delivered and what clients really wanted. I also had the confidence to challenge conventional practice and do things differently. My vision was to build a holistic financial planning business based on the principles of being fair, doing what we promise, and continually challenging our thinking.
We are still here and working safely from home. Our contact details remain the same and someone will always be on hand to answer your query as promptly as possible. Working hours of some of the team may have changed slightly, as we adapt to this new 'normal' but it remains business as usual at Balance: Wealth Planning.
Reviews (6)
Mozu Suke
Jan 06, 2022
Report
My wife and I first met with Balance: Wealth Planning shortly after my father's death, when I had started to believe with a little more confidence than previously that early retirement might conceivably be within reach. Tina spent significant time with us going through a really thorough (and actually enjoyable!) process assessing our life position and preferences, vision for the future and of course financial landscape. She was incredibly patient with us as well - I'm a lay person with a little knowledge, which is always dangerous and potentially frustrating for real experts, but her patience and
Jacqueline Hicks
Aug 23, 2021
Report
Dawn Wilsher
Oct 06, 2020
Report
Positive: Professionalism
Krupesh guided us through the pandemic turmoil that hit the world in March, his knowledge and calm approach gave us confidence that we were in the best place to get through it all. level heads and practical advice from Balance Wealth gives us confidence for the future.
Shaun&Dawn.
Krupesh guided us through the pandemic turmoil that hit the world in March, his knowledge and calm approach gave us confidence that we were in the best place to get through it all. level heads and practical advice from Balance Wealth gives us confidence for the future.
Shaun&Dawn.
Chris Cain
Jun 19, 2020
Report
Pete Hendry
Jan 27, 2020
Report
Jill Porter
Dec 16, 2019
Report
