our mission
-To help make the financial aspects of your life as simplified as possible.
-To be there for you over the long term as your trusted advisor.
Our Expertise & Services
Mortgages
- Residential
- Buy-to-let
- First time buyer
- Commercial & development
- Expat Mortgages
- Private Banking Mortgages
- Lifetime Mortgages / Equity Release
Investments
- Tax efficient Investments; ISAs, Investment Bonds, Junior ISAs
- ESG & Sustainable Investing
- Discretionary Investment Management
- Trusts
- Structured Products
Pensions
- Self Invested Pensions Plans (retirement planning)
- Junior Pensions
- Review of current pension arrangements
- Pension consolidation
- Income Drawdown
- Inheritance tax planning
- Company pension schemes
Protection
- Life Insurance
- Critical illness cover
- Private Medical Insurance
- General Insurance
- Whole-of-life insurance
Contact Details:
Address
C/O KKVMS
Capital Tower
91 Waterloo Road
London
SE1 8RT
Office Location
The Engine Room
Battersea Power Station
18 Circus Rd S
London
SW11 8BZ
Battersea Power Station
18 Circus Rd S
London
SW11 8BZ
Phone
0208 129 6755
info@balancedwealthmanagement.co.uk
A specialist financial advice firm in west London
How We Help
Fact finding and analysis
We’d like to spend some time with you to gain a thorough understanding of your financial situation and your needs for the future.
Advice
Our tailored guidance takes into account your needs and aspirations.
Proposal
We’ll propose the best possible solution through our whole of market reach.
Implementation
With you every step of the way, we’ll get the job done whilst co-ordinating communications and documentation internally or with third-party specialists.
Refinement
Keeping you on track, we’ll be sure to review your financial situation regularly.
Contact us
Disclaimer:
Riverlight Financial Services Ltd is an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority. Riverlight Financial Services Ltd is entered on the FCA register (www.FCA.org.uk) under no. XXXXX. Riverlight Financial Services Ltd. Registered address: KKVMS LLP, Capital Tower, 91 Waterloo Road, London, SE1 8RT. Registered in England and Wales. Company no. 12757675.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.htm
