Balance: Wealth Planning , Managing Director
Rebecca is the Founder and Managing Director of Balance: Wealth Planning, a multiple award-winning financial planning business, based in Nottingham.
She’s one of the voices for change in the profession, with Balance charging only flat fees for its services, and providing holistic, lifestyle-led financial planning advice. She also advocated flexible and remote working long before it became a necessity.
She has worked in financial planning companies at senior and board level for over 20 years. She has also taken care of business operations, regulatory compliance and process improvement as well as working as an independent consultant to other financial planning firms.
She holds Chartered Financial Planner and Certified Financial Planner status and is also a trained Financial Life Planner.