Balance Financial Planning

Balance Financial Planning, based in Claygate, Surrey, is committed to client-focused independent financial advice. Founded by Gerry Davies (DipFA – Diploma for Financial Advisers), our mission is to deliver better outcomes that demonstrate the value of financial advice in a friendly, honest manner. We are a member of the New Leaf Distribution network, who provide regulation and compliance support and access to experts in pensions, investments, and tax. We believe in striking a balance of living today, whilst securing a stable and prosperous tomorrow. Our goal is to provide clients with sound independent advice and financial well-being, through considered tailored financial plans that balance their needs today, with safeguarding their financial future.