About​ Us

Balance Financial Planning, based in Claygate, Surrey, is committed to client-focused independent financial advice. Founded by Gerry Davies (DipFA – Diploma for Financial Advisers), our mission is to deliver better outcomes that demonstrate the value of financial advice in a friendly, honest manner.

We are a member of the New Leaf Distribution network, who provide regulation and compliance support and access to experts in pensions, investments, and tax.

We believe in striking a balance of living today, whilst securing a stable and prosperous tomorrow. Our goal is to provide clients with sound independent advice and financial well-being, through considered tailored financial plans that balance their needs today, with safeguarding their financial future.

Our Commitment

We’re dedicated to providing personalised and comprehensive financial planning. Whether you wish to consolidate your pensions, are planning for your children’s education, saving for a holiday home, planning for retirement, or another lifestyle goal, we’re here to explain your options and help you navigate the complexities of financial decision-making.​

Why Choose Us?

Client-Centric Approach: Your goals are our priority. We take the time to understand your ambitions and concerns, crafting customised financial plans that evolve as circumstances change.
Transparency: We believe in clear communication. Our transparent approach ensures you have a comprehensive understanding of your financial plan, empowering you to make informed decisions.
Expertise: Our team brings a wealth of experience and knowledge to the table. We stay abreast of market trends, tax laws, and financial strategies to offer you the best advice tailored to your unique situation.
Holistic Planning: Beyond numbers, we consider the holistic picture of your life. We factor in your values, aspirations, circumstances, and lifestyle to create a financial plan that aligns with your unique journey.
Whether you’re just starting or looking to enhance your current financial situation, Balance Financial Planning is here to help you live today, while securing tomorrow.

Free of charge initial consultation

To find out how we can help, please get in touch to arrange an initial chat.