Balance: Wealth Planning Limited
Financial Services • 
Nottingham, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | Suite J, The Point, Loughborough Road, West Bridgford, Nottingham, Nottinghamshire NG2 7QW, GB |
| Phone number | +441157722126 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Pensions, Trusts, Independent Financial Advice, Holistic Financial Planning, Life Insurance, Financial Advice, Life Planning, Financial Planning, Financial Strategies, Reducing Costs, Inheritance Planning, Retirement And Pension Planning, Cash Flow Forecasting, Family Protection, Passive Investing, Saving Tax, Defined Benefit Pension Transfers |
| Founded | 2013 |
| Employees | 21-50 |
| Socials |
Key Contacts at Balance: Wealth Planning Limited
Krupesh Kotecha
Investment Director & Financial Planner
Rebecca Aldridge
Managing Director | Chartered Financial Planner | Female Ifa | Cfp | Pension Transfer Specialist
Carolyn Talkes-Nicholls
Compliance Director
Balance: Wealth Planning Limited Email Formats
Balance: Wealth Planning Limited uses 2 email formats. The most common is {first initial} (e.g., j@balancewealth.uk), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@balancewealth.uk | 72.7% |
{first name} | john@balancewealth.uk | 27.3% |
About Balance: Wealth Planning Limited
At Balance: Wealth Planning, our West Bridgford based professional financial advisers offer expert financial advice across Nottingham & Derby.
Balance: Wealth Planning Limited revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Balance: Wealth Planning Limited has 11 employees across 5 departments.
Departments
Number of employees
Funding Data
Balance: Wealth Planning Limited has never raised funding before.
Balance: Wealth Planning Limited Tech Stack
Discover the technologies and tools that power Balance: Wealth Planning Limited's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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