Introduction
We are independent financial planners.
If you have a change on the horizon like retiring, selling a business or receiving an inheritance windfall, there will be a big impact on your life and finances. You will want to take some financial planning advice from an expert.
Working with our financial advisers, you tell us your priorities and what you want from the future. Then we recommend how to structure and manage your wealth so you have the best chance of success. That includes recommending sensible low-cost investment portfolios, planning to reduce taxes and creating a strategy to make sure you will never run out of money.
There's a one-off fixed fee for our initial advice to get your finances into good shape. Then we charge a fixed monthly fee for an ongoing service. No extras. No commissions. Clear, fair and simple.
If you have a change on the horizon like retiring, selling a business or receiving an inheritance windfall, there will be a big impact on your life and finances. You will want to take some financial planning advice from an expert.
Working with our financial advisers, you tell us your priorities and what you want from the future. Then we recommend how to structure and manage your wealth so you have the best chance of success. That includes recommending sensible low-cost investment portfolios, planning to reduce taxes and creating a strategy to make sure you will never run out of money.
There's a one-off fixed fee for our initial advice to get your finances into good shape. Then we charge a fixed monthly fee for an ongoing service. No extras. No commissions. Clear, fair and simple.
Contact Info
Address:
Civic Centre
Pavilion Road
West Bridgford NG2 5AW
United Kingdom
Pavilion Road
West Bridgford NG2 5AW
United Kingdom
Tel:
0115 7722126
Fax:
0872 111 7721
Website:
http://www.balancewealth.uk
Offering
- Independent financial planners
- Financial advisers
- Fixed fees
- Investment advice
- Pension and retirement advice
- Inheritance tax planning
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 9.00 | 17.00 | ||||
| Tuesday | Open | 9.00 | 17.00 | ||||
| Wednesday | Open | 9.00 | 17.00 | ||||
| Thursday | Open | 9.00 | 17.00 | ||||
| Friday | Open | 9.00 | 17.00 | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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