Balance: Wealth Planning Limited was founded in 2014 with a clear mission — to provide truly holistic financial planning for individuals and families.

Founder and Managing Director Rebecca Aldridge launched Balance: Wealth Planning to offer truly holistic, unbiased financial planning, focused solely on the needs and goals of individuals, families, and businesses. Rebecca describes holistic planning as “getting every aspect of a client’s finances in great shape so they have the best chance of achieving everything important to them”. We help clients answer the essential questions: “Is there enough?” and “Will we be okay if something goes wrong?”

As a Chartered firm, Balance is recognised for its calm, thoughtful approach to both money and life. The business operates on a transparent, all-inclusive fixed fee, a rare and refreshing model in the industry, and is led by an experienced, passionate female Chartered Financial Planner who believes that great planning changes lives.