Balance: Wealth Planning Limited  |  Chartered Financial Planners  |  Life Planning Experts  |  Pension Transfer Specialists

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Get advice on transferring pensions where you need a specialist, for example where you want to transfer a Defined Benefit or Final Salary scheme (one that promises to pay a certain income), or where there are other safeguarded benefits. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Get help with understanding the options you have to fund yours or a loved one's long term care.

Balance: Wealth Planning Limited | Chartered Financial Planners | Life Planning Experts | Pension Transfer Specialists

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