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Birmingham Post
Birmingham Post
Business
Karen Antcliff

Notts firm Balance: Wealth Planning makes Top 100 financial planning company list for second year

For the second year running, Nottingham firm Balance: Wealth Planning has been selected as one of the New Model Adviser Top 100 Financial Planning firms in the UK.

Rebecca Aldridge, managing director of the business, said: “I am so pleased... we’ve worked hard to continue developing the business in line with our strategy and it feels fantastic to have those efforts recognised by a well-respected publication.

"It’s such an exciting time to be part of our profession at the moment”.

Selecting financial planning businesses that have demonstrated a clear strategy for growing their business, contributing to the industry by sharing best practices, as well as a commitment to educating clients, the Top 100 list is published annually by New Model Adviser and recognises the best of the professional financial planning community.

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