Balance: Wealth Planning is a chartered financial planning firm based in Nottingham. Positively influencing lives through their holistic goals-based planning, it specialises in helping clients who are experiencing a big financial change.

The firm prides itself on its principles of being fair, doing what it promises, and being a thought-leader. To that end, Balance: Wealth Planning charges fixed, flat, all-inclusive fees. And its service is tailored to a client’s needs, values and goals, each and every time.