Rebecca Aldridge
Balance: Wealth Planning Limited | Chartered Financial Planners | Life Planning Experts | Pension Transfer Specialists
Minimum savings/pensions: Over £500,000
0115 774 9092
Based in Nottingham
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 07 March 2025
Rebecca and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
Rebecca has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 14 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
10
Qualifications Uploaded
10 qualification certificates available to view
Rebecca has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rebecca has provided information on their typical fees
Rebecca has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
16
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Rebecca
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 16 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 07 March 2025
Rebecca and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
Rebecca has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 14 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
10
Qualifications Uploaded
10 qualification certificates available to view
Rebecca has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rebecca has provided information on their typical fees
Rebecca has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
16
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Rebecca
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 16 first impressions)
Holistic financial and tax planning | Flat fees | Independent advice | Top 100 advice firm | Chartered Financial Planner | Strong technical expertise | Honest and friendly Here are the most common questions I answer: - Do I have enough money to live comfortably for the rest of my life? - Can I afford to retire or sell my business? - How should I invest the cash I've got, to make the most of it without taking too much risk? - Should I consolidate or transfer my pensions together to make them more effective? - How can I reduce the income tax i pay? - How can I pass on my wealth to my family when I die without so much inheritance tax applying? - Can I afford to make a gift to my children to help them get set up in life? - How do I make sure my partner would be okay financially if I were to pass away? My advice is comprehensive, clear, and I am with you every step of the way. Please get in touch to find out more!
Offers available through VouchedFor
Contact Rebecca through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rebecca's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
