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  

Susie Lovell

Director & Chartered Financial Planner

I’m Susie, Director & Chartered Financial Planner working with high net worth individuals, families and business owners at Balance: Wealth Planning Limited.

🟠 I advise on complex wealth planning, retirement, inheritance tax and trust strategies from our offices in Lincoln, West Bridgford and digitally across the UK.

🟠 I've accumulated three decades of experience and technical skill. My focus is on providing clear, considered advice that supports confident decision-making across all stages of wealth accumulation, preservation and succession.

🟠 I develop a highly personalised, inclusive financial plan, designed to reflect each client’s wider financial position, family dynamics and long-term objectives. Clients often come to me when facing significant decisions; divorce, business exit, retirement, intergenerational planning — where clarity, coordination and confidence are essential.

🟠 I work closely with my clients and their other professional advisers to provide a collaborative and technically robust approach, over a long term engagement, ensuring planning remains aligned as circumstances evolve, legislation changes, and new opportunities arise.

🟠 My advice has goals based cash flow modelling planning at it's core. Integrating management of cash and invested capital via various tax wrappers, tax planning, business exit and post-work structuring. Delivering measurable improvements in tax efficiency, investment outcomes and long-term financial security is my ongoing aim.

🟠 I also advise on intergenerational planning, trust and estate matters including working with trustees, family and corporate contingency planning, and defined benefit pension analysis.

🟠 My collaborative inclusive approach has helped clients simplify complex arrangements, improve tax efficiency and establish multi-generational wealth plans that align family objectives with financial security.

🟠 My role as Director includes business strategy and development, with a focus on building our offering in and around Lincolnshire.

🟠 Balance: Wealth Planning Limited is an independent, Chartered firm offering holistic planning through a transparent, fixed-fee structure. The firm is independently owned and managed, free from external influence, and recognised in multiple industry awards since inception.

Website profile