Nottingham holistic wealth planning company, Balance: Wealth Planning Limited has moved to The Point in West Bridgford.
The team of award-winning financial planners moved into the third-floor office space on 1st March 2019 and Managing Director, Rebecca Aldridge, is very happy to be back near the River Trent again. “We have felt right at home from the moment we’ve moved in. With the help of a local decorator we have updated the décor in the bright spaces and we now have two client meeting rooms, one with a beautiful view onto the Suspension Bridge over the River Trent. It’s a great, central location and a welcoming place for our clients to visit us”.
The move to The Point hasn’t been the only positive start to the year for the company. In February, both Rebecca Aldridge and Derby based director Gemma Murden, featured in The Times VouchedFor’s 2019 Guide to the UK’s Top Rated Financial Advisers. As well as being endorsed by their clients, each Top Rated adviser had to be listed with the Financial Conduct Authority (FCA) and have undergone several other checks as well as ongoing monitoring.
“We would like to extend a big thank-you to all our clients who have given us so many excellent reviews” says Rebecca Aldridge. “Having two advisers from one firm feature in the top 250 in the country truly is a wonderful achievement. Recently one of our clients told us, “You have changed our lives. We are now living the life we never thought possible. We have been retired for a year now and we can’t stop smiling!” Now that’s what makes us love our job and we are so glad to know that what we do can make a big difference.”