A West Bridgford based financial planning business has been shortlisted for Small Advice Firm of the Year in the 2020 Money Marketing Awards.
Balance Wealth Planning Limited was named a finalist alongside five other º£½ÇÊÓƵ financial planning firms.
The winner will be announce this summer.
Rebecca Aldridge, managing director of the firm, which celebrated its fifth year in business this year, said: “We may be a small business but our planning has made a positive impact on hundreds of people. Not just their finances, but often their entire way of life and the way they support their families. It’s a real privilege to be in that position, so it’s no wonder we all love what we do.â€
Laura Dean, operations manager, added: “Each member of our [eleven person] team adds something so unique and valuable; we each play a vital role in the business and work brilliantly together. I am so pleased and proud we are shortlisted for this award, and that Money Marketing recognises the brilliant work we do here at Balance: Wealth Planning.â€
