What Balance: Wealth Planning say about themselves
“At Balance: Wealth Planning, our West Bridgford based professional financial advisers offer expert financial advice in Nottingham, Derby, Leicester, Lincoln and the UK.”
Balance: Wealth Planning Limited
- Incorporated
- 3 June 2013 (13 years)
- Previously known as
- Think Smarter Consulting Limited (until 20 October 2014)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Susan Claire LovellKrupesh Vipul KotechaCarolyn Helen Talkes-Nicholls
- Owned by
- Rebecca Elizabeth Aldridge
- Accounts type
- Total exemption full
- Region
- East Midlands
- Address
- The Point Loughborough RoadWest BridgfordNottinghamNG2 7QW
Website & contact details
- Website
Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 17 June 2027
- Last conf. stmt
- 3 June 2026
Officers 4 active
Officer details are public data from the Companies House register.
Lovell, Susan Claire
Director · Appointed 12 October 2026
British
Born July 1977 (49)
Kotecha, Krupesh Vipul
Director · Appointed 9 February 2022
British
Born July 1981 (45)
Talkes-Nicholls, Carolyn Helen
Director · Appointed 6 January 2022
British
Born May 1973 (53)
Director · Appointed 3 June 2013
British
Born July 1978 (48)
Officer history (4 former)
12 October 2026
Appointed Lovell, Susan Claire as Director
16 January 2026
Resigned Dean, Laura Jane as Director
18 April 2023
Resigned Aldridge, Matthew James Duncan as Director
9 February 2022
Appointed Kotecha, Krupesh Vipul as Director
8 February 2022
Appointed Dean, Laura Jane as Director
6 January 2022
Appointed Talkes-Nicholls, Carolyn Helen as Director
22 July 2019
Appointed Aldridge, Matthew James Duncan as Director
29 April 2019
Resigned Murden, Gemma Ann as Director
27 June 2018
Resigned Aldridge, Matthew James Duncan as Director
2 February 2015
Appointed Murden, Gemma Ann as Director
19 October 2014
Appointed Aldridge, Matthew James Duncan as Director
3 June 2013
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
British
Born July 1978 (48)
Holdings 1
Companies where Balance: Wealth Planning Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Financials
Balance sheet as at 30 June 2025 · total exemption full accounts
- Net Assets
- £329,177
- Cash
- £208,630
- Employees
- 23
- Debt Ratio
- 17%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £23,181 | £15,903 | £20,763 | £16,397 | £11,479 | £8,661 | £10,991 |
| Current Assets | £371,637 | £296,859 | £252,412 | £292,480 | £404,192 | £272,949 | £233,100 |
| Debtors | £163,007 | £134,322 | £112,051 | £124,914 | £106,712 | £112,494 | £79,056 |
| Cash | £208,630 | £162,537 | £133,780 | £132,981 | £271,346 | £135,408 | £122,003 |
| Creditors (< 1 year) | £18,682 | £49,732 | £83,854 | £68,720 | £44,672 | ||
| Creditors (> 1 year) | £0 | £131,307 | £40,000 | £40,000 | |||
| Net Current Assets | £311,792 | £256,408 | £233,730 | £242,748 | £320,338 | £204,229 | £188,428 |
| Net Assets | £329,177 | £268,335 | £250,357 | £256,030 | £198,329 | £171,245 | £157,332 |
| Shareholder Funds | £250,357 | £256,030 | £198,329 | £171,245 | £157,332 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 June 2026 | Confirmation statement with no updates | 3 June 2026 | ||
| 24 March 2026 | Total exemption full accounts | 30 June 2025 | ||
| 17 January 2026 | Termination of appointment of a director | |||
| 13 June 2025 | Confirmation statement with no updates | 3 June 2025 | ||
| 28 March 2025 | Total exemption full accounts | 30 June 2024 |
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