Background report - Krupesh Kotecha
The purpose of this adviser pack is to give you more insight into our team of financial planners and their experience within financial services.
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The Point, Loughborough Road
West Bridgford
Nottingham
NG2 7QW
T: 0800 7723456 | F: 0872 1117721 | team@balancewealth.uk | www.balancewealth.uk
Krupesh Kotecha
Investment Director & Financial Planner
Krupesh has over 20 years of experience in Financial Services and has worked in many different areas, including private banking, regional financial advice firms and national wealth managers.
Read on to find out more about Krupesh.
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.
Krupesh Kotecha - FCA authorisation
Our fees represent the time, care and expertise needed to produce your personal financial plan, and help you implement it.
Client reviews
The real secret to a successful financial plan is to keep it regularly reviewed. Life changes fast, and your plan needs to reflect that. Regulations and investment markets don't take breaks either. Our unique support continues to grow and protect your wealth, keep taxes low and give you peace of mind.
Awards and accolades
