Balance: Wealth Planning Limited, a financial planning business based in Nottingham and Derby, have won CISI’s 2018 Building Excellence award for financial planning firms.
The nationwide award is named after one of the founding members of the Institute of Financial Planning, David Norton.
Every year, the award is given to one business that has demonstrated excellence in their values, business strategy and structure. The comprehensive process includes an interview and presentation to the judges, who are particularly looking for firms that provide holistic financial planning with lifetime wealth forecasting, invest in developing their team, and build the profession of financial planning.
At the Financial Planning Gala Awards, held in London on Monday 1st October 2018, the judges were full of praise for the winning company and mentioned that “Balance Wealth Planning had an ambitious and distinctive proposition that stays true to David Norton’s vision for financial planning as a profession. As a firm we believe that they have great growth potential and would benefit from access to the mentoring scheme to help them realise their vision.”
Managing Director, Rebecca Aldridge, said “I am absolutely thrilled that we have won the 2018 David Norton Building Excellence award. We have all worked hard to earn this fantastic recognition from our fellow professionals.”
She added, “We are very aware that Balance: Wealth Planning provides financial planning with a difference. The depth of what we provide to our clients, the support we give them, and the fact that we charge flat fees means we stand out, and it’s proving to be extremely successful.”
Gemma Murden, Director, said “I want to thank everyone of our team for their dedication, valued ideas, hard work, enthusiasm and commitment which has helped us achieve this fantastic endorsement.”