Background report - Sarah Coulson
The purpose of this adviser pack is to give you more insight into our team of financial planners and their experience within financial services.
You can navigate through the different sections by clicking the left hand menu.
On the left hand side, you can also click to save the whole document as a PDF, or to print it.
If you have a question about any aspect of our services, please contact us using any of these methods:
The Point, Loughborough Road
West Bridgford
Nottingham
NG2 7QW
T: 0800 7723456 | F: 0872 1117721 | team@balancewealth.uk | www.balancewealth.uk
Sarah Coulson
Financial Planner
I have a wealth of experience in financial services, qualifying as a financial adviser in 1995. Having worked in both large institutions and independent firms, I understand the value of choice, flexibility and truly client-focused advice.
Your goals - our focus. Our careful planning could help you do more than you ever thought possible, sooner than you imagine.
Website profile
Money gives security and options. It helps us do the things we want to do. To have nice things around us. To help the people we love.
Statement of Professional Standing
Award-winning holistic financial planning. Carefully considering every aspect of your finances, we forecast your lifetime wealth and the lifestyle it could support.
Sarah Coulson - FCA authorisation
Our fees represent the time, care and expertise needed to produce your personal financial plan, and help you implement it.
Awards and accolades
