# Balance: Wealth Planning Limited

- **Website:** <https://balancewealth.uk>
- **Primary alias:** `balancewealth.uk`

## Description

Balance: Wealth Planning is an independent financial planning firm based in West Bridgford, serving clients in Nottingham, Derby, Leicester, Lincolnshire and across the UK. Its award-winning team provides holistic, goals-based advice designed to help people make confident decisions about their finances and future. The firm assesses clients’ current circumstances and forecasts how their finances may develop, then creates clear, personal plans tailored to their priorities and life ambitions.

Services include retirement planning for people approaching or already in retirement, investment advice and portfolio planning, inheritance and legacy planning, cash-flow forecasting, and tax and investment planning for businesses. Balance also supports clients facing major financial events, such as selling a business, receiving an inheritance or lump sum, or winning the lottery. Its advice can cover income needs, financial independence, supporting family, managing tax and preparing for unexpected changes.

The firm emphasises making complex financial matters understandable and offers transparent fixed fees for its planning and implementation work.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/Balancewealthplanning)
- [linkedin](https://linkedin.com/company/balance-wealth-planning-limited)
- [twitter](https://twitter.com/balancewp)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/iddRJIsdJG/w/490/h/190/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793150292266)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/iddRJIsdJG/w/320/h/320/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1793150292952)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Keppel | #359b99 | accent |
| Mine Shaft | #333333 | dark |
| Di Serria | #d59650 | light |

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/iddRJIsdJG/w/1128/h/191/id5ZJpRlgW.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793150292446)

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_Source: <https://brandfetch.com/balancewealth.uk>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._