Balance: Wealth Planning Limited

balance: wealth planning provides financial planning advice to clients with complex finances and not enough time or expertise to keep on top of it all. we help our clients uncover what is most important to them and what they want to achieve in their lives. then we recommend how to structure and manage their wealth so they have the best chance of success. we keep in touch with our clients regularly to make sure everything is on track and give them further advice as and when it's needed. our clients usually have household income of over £100,000 or money saved/invested of over £250,000. they might be facing some challenges like divorce or deciding whether to sell a business or retire. they could also have some challenging goals they want to meet, like travelling the world. there’s a one-off fixed fee for our initial research and 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. rebecc