Balance: Wealth Planning Limited

Name: Balance: Wealth Planning Limited
Address: Balance Wealth Planning, The Point, Nottingham, Nottinghamshire, NG2 7QW, GB
Telephone: 0115 772 2126
Price range: $$
Rating: 5

aka Balance: Wealth Planning Limited

Authorised FRN 629329 5.0 (10)

About

At Balance: Wealth Planning, our West Bridgford based professional financial advisers offer expert financial advice in Nottingham, Derby, Leicester, Lincoln and the UK.

Source: balancewealth.uk

Contact & Location

Address

The Point, Loughborough Rd, West Bridgford, Nottingham NG2 7QW, UK

More advisers in Rushcliffe

Phone

0115 772 2126

Website

balancewealth.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 629329
Status: Authorised
Date Authorised: 3 November 2014
Years Authorised: 11 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (6)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 08552799
Company Status: Active
Incorporation Date: 3 June 2013
Directors: 3
Accounts Category: Total Exemption Full
Last Accounts Filed: 30 June 2024
SIC Codes: 66190

Team (17)

Rebecca Elizabeth Aldridge
ApprovedCertified
Carolyn Helen Talkes-Nicholls
ApprovedCertified
Krupesh Vipul Kotecha
ApprovedCertified
Caroline Ann Keegan
Certified
Susan Claire Lovell
Certified
Alistair David Hill
Certified
Sarah Ruth Coulson
Certified
Jorge Jackson
Certified
Laura Dean
No longer required
Anne Christina Winter
No longer required
Jane Joanne Seed
Certified
Gemma Ann Murden
No longer required
Lindy Kroese
Certified
Declan Gamble
Certified
Jonathan Thorpe
No longer required
Jonathan Nigel Page
No longer required
Matthew James Duncan Aldridge
No longer required

Google Reviews

5.0

10 reviews on Google

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Quick Facts

Nottingham, East Midlands
11 years FCA-authorised
20 registered individuals
4 specialisms
6 FCA permissions
CH 08552799

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.