Company Information

Get to know Balance Life Planning

Balance Life Planning Ltd is an independent, fee-based financial planning firm based in Cheltenham, UK. Founded by Rebecca Aldridge, the company specializes in "lifestyle financial planning," a process that uses tools like cashflow modelling to help clients understand and achieve their personal and financial goals. As Chartered Financial Planners, they offer services including wealth management, retirement planning, and investment management, with a mission to provide clients with financial security and the freedom to live their desired life.

Industry

Financial Wealth ManagementPRIMARY
Financial Financial Advisement
Financial Other Service

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Balance Life Planning

United Kingdom

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.