Nottinghamshire-headquartered financial planning business Balance: Wealth Planning has unveiled an office in Lincolnshire.
This news comes with the hire of financial planner Susie Lovell, who joins from JCH: Investment Management, where she was a financial planner.
Lovell will be seeing clients face-to-face in the Nottingham and Lincolnshire offices, as well as video calls to those across the UK.
Rebecca Aldridge, managing director at Balance: Wealth Planning, said: “I am so pleased to be welcoming Susie to our team. With her wealth of experience and breadth of knowledge and her enormous passion for holistic financial planning, I know we will work well together.
“We are also very excited to be branching out into a new area of the East Midlands and look forward to introducing Lincolnshire clients to our financial planning approach.”
