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 海角视频 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.”
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.”