Balance: Wealth Planning
Trent Business Centre, Thoroton Road
West Bridgford, Nottingham NG2 5FT
Phone: 0115 7722126
Training: The Seven Stages of Money Maturity® Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
The team at Balance: Wealth Planning Limited are best described as financial planners. We are also called Independent Financial Advisers (IFAs) although what we do is much more comprehensive than a traditional IFA. With a holistic, goals oriented and client-centred approach you\\\\\\\'ll find we do things differently.
About My Practice
We are a small but rapidly growing team, with a strong ethos of professionalism, care and reliability. We work with our clients on a long term basis. First we help you define what you want to achieve in life, then we provide ongoing financial planning advice to give you the best chance of success. We are on hand whenever you need us and will work closely with your other professional advisers, like your lawyer or accountant.
About Rebecca Aldridge
I\\\\\\\'ve worked in award winning financial planning companies at senior and board level for over 20 years, with a reputation for being professional, versatile and efficient. I\\\\\\\'ve been a financial adviser and also taken care of business operations, regulatory compliance and process improvement. I have also worked as an independent consultant to other financial planning firms.
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Call: 0115 7722126
I believe very strongly in the principles of living a kind, worthwhile and fulfilling life. For me that means doing what is right, and doing it as well as possible.
I love to learn and adopt new ideas. You can often find me watching TED talks, following up interesting links on Twitter or reading the latest books on business or psychology
I am qualified as a Chartered Financial Planner, with a number of advanced qualifications related to investment and pension planning.
I also have the internationally recognised Certified Financial Planner qualification. Approximately 5% of all financial planners have this combination of \\\\\\\'gold standard\\\\\\\' qualifications.