Balance Financial Planning

At Balance Financial Planning we understand providing for today, needs to work in harmony with securing a prosperous tomorrow. Building wealth is a gradual process, so it’s even more important to make well-informed decisions on how to keep it working to achieve future objectives. We appreciate understanding financial options can be challenging and sometimes overwhelming. Whatever the goal, we provide our clients with independent advice, clarity, peace of mind, and a financial plan to help them live today whilst securing tomorrow. Our areas of expertise: • Financial Planning • Pensions & Savings • Retirement Planning • Investments • Life, Critical Illness and Income Protection Insurance • Inheritance Tax Planning • Business Workplace Pensions Balance Financial Planning is a member of the New Leaf Distribution network, who provide regulation and compliance support, plus access to experts in pensions, investments, and tax. Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance. Balance Financial Planning Limited is registered as a limited company in England company no: 9414204. Registered office address: 5 Common Road, Claygate, Surrey KT10 0HG. Balance Financial Planning Limited (FCA no. 1005927) is an appointed representative of New Leaf Distribution Ltd, who are authorised and regulated by the Financial Conduct Authority (FCA no.