Company Information

Get to know Balance: Wealth Planning Limited

Balance: Wealth Planning Limited is an independent financial advisory firm based in Nottingham, UK. Holding the prestigious 'Chartered Financial Planners' title, the company offers bespoke financial planning and wealth management services to individuals, families, and businesses. Their approach is centered on building long-term relationships and creating comprehensive financial plans that cover areas such as retirement planning, investment management, tax efficiency, and estate planning. The firm emphasizes its independence, meaning its advice is impartial and based on a comprehensive analysis of the market.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Balance: Wealth Planning Limited

United Kingdom

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.