Financial planning firm expands into Lincolnshire

Balance: Wealth Planning, the financial planning business with its head office in Nottinghamshire, has revealed its expansion into Lincolnshire with the opening of a new office in Torksey Lock.

This news comes with the hire of chartered financial planner Susie Lovell.

Lovell has extensive experience in financial planning, starting out in 1996. Her career has included working as a financial planner at a top 40 accountancy practice and a regional law firm.

She said: “I am very excited to join the Balance team. Being a chartered firm with a holistic goal-based approach to financial planning was at the heart of why I joined, and I very much look forward to my future with the firm”.

Managing director, Rebecca Aldridge, said: “I am so pleased to be welcoming Susie to our team. With her wealth of experience and breadth of knowledge and her enormous passion for holistic financial planning, I know we will work well together. We are also very excited to be branching out into a new area of the East Midlands and look forward to introducing Lincolnshire clients to our financial planning approach.”