Balance: Wealth Planning Limited

Reference number: 629329

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company number
08552799
Company status
Active
Company type
Private limited company
Incorporated
3 June 2013 (13 years old)
Registered office
The Point Loughborough Road, West Bridgford, Nottingham, NG2 7QW, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Rebecca Elizabeth Aldridge Director Jul 1978 3 Jun 2013
Carolyn Helen Talkes-Nicholls Director May 1973 6 Jan 2022
Krupesh Vipul Kotecha Director Jul 1981 9 Feb 2022

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Balance Wealth
  • Think Smarter Consulting

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Common questions

Frequently asked questions

Is Balance: Wealth Planning Limited FCA authorised?
Yes, Balance: Wealth Planning Limited (FRN 629329) is authorised by the FCA to carry out regulated activities.
Is my money safe with Balance: Wealth Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Balance: Wealth Planning to the Financial Ombudsman Service, free of charge.
Is Balance: Wealth Planning a scam or clone?
Balance: Wealth Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Balance: Wealth Planning's Firm Reference Number (FRN)?
Balance: Wealth Planning's FRN is 629329. You can verify it on the FCA register.