Rebecca Aldridge founded Balance: Wealth Planning in 2014. With over 20 years of experience in the financial services sector, Rebecca has built a reputation for providing transparent, holistic advice that empowers clients to achieve their financial goals with confidence. Rebecca is a Chartered Financial Planner and Fellow of the Personal Finance Society, known for her commitment to promoting ethical financial practices and creating a lasting impact through client engagement and mentorship. Under her passionate leadership, Balance: Wealth Planning has received industry recognition, most recently being named as Money Marketing Best Retirement Advice Firm.