Balance Wealth Planning’s purpose is to make its clients’ money mean more to them. Due to the firm’s holistic, goals-based approach to financial planning, team members think of themselves as financial life planners.

Financial education is important to Balance. The firm takes part in the Chartered Institute for Securities & Investment’s Financial Planning Week, running free sessions online and face to face, when members of the public can speak with an adviser about financial planning or any financial issue they are facing.

Balance has educational YouTube and Vimeo channels, and managing director Rebecca Aldridge often takes part in local events to educate people about financial planning.

The firm is part of the Low Carbon Business Network, in which businesses across Derbyshire and Nottinghamshire implement green practices and develop and share best practices for sustainability.

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