Rebecca Aldridge

Managing Director | Chartered Financial Planner | Female IFA | CFP | Pension Tra at Balance: Wealth Planning Limited
On the record
Bio

I am a financial planner, working with clients to organise their wealth so they have the best chance of meeting their goals. That means I spend a lot of time meeting people, listening to what they want to achieve and doing all I can to make it happen.

As Managing Director and founder of Balance: Wealth Planning, I ensure that every piece of advice is sound, right for each client and our research is rock solid. I am also responsible for the continuous development, growth and advancement of the business.

I work predominantly out of our Nottingham office.

I’ve worked in award-winning financial planning companies at senior and board level for over 20 years, with a reputation for being professional, versatile and efficient. I’ve been a financial adviser and also taken care of business operations, regulatory compliance and process improvement. I have also worked as an independent consultant to other financial planning firms. I founded Balance in 2014.

Recent Quotes
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  • The flexibility to stop the state pension and start again in a later year isn’t well known.

    If you reached state pension age before April 2016 it’s a reasonably attractive option because the missed years can be taken later as a lump sum with interest. But for later retirees the only option is an enhanced pension when you restart. The reality is that most people benefit from the secure, inflation linked income and there would need to be very exceptional circumstances for that to be given up.

    4 November 2020
Employment
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