Krupesh @BalancedPlanner

Investment Director & Financial Life Planner @ Balance: Wealth Planning. balancewealth.uk West Bridgford, England Joined September 2018

Tweets

405
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459
Following

2K
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2K

Balance Wealth @BalanceWP

3 years ago

📢 VACANCY ALERT 📢 We are looking for a new Financial Planner to join our team. Here is our MD Beccy to tell you more about the role. For more information and to apply, visit: balancewealth.uk/join-us/

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Balance Wealth @BalanceWP

3 years ago

Yesterday, we completed the @TrussellTrust Race Against Hunger 5k. It was great to get out on lunch as a team, and we're pleased to have raised £550 so far. A few more will be completing their 5ks over the coming days, and it's not too late to donate: trusselltrust.enthuse.com/pf/balance-wea…

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Krupesh @BalancedPlanner

3 years ago

I'm running or most likely walking against hunger. This is to fundraise for the @TrussellTrust with my colleagues at @BalanceWP if you can donate anything it would be greatly received. Link below. Race Against Hunger 2022 trusselltrust.enthuse.com/pf/krupesh-kot…

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Balance Wealth @BalanceWP

4 years ago

Planning is all about making decisions now to positively influence the future #WednesdayWisdom #financialplanning

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Balance Wealth @BalanceWP

4 years ago

It's really hard to navigate your way through your finances, but Caroline has helped these clients every step of the way over the last 12 years, and for many more to come #TestimonialTuesday #FinancialPlanning

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Balance Wealth @BalanceWP

4 years ago

Honest, knowledgeable and genuinely interested in providing the best outcomes. What a lovely testimonial from a client of Krupesh Kotecha #TestimonialTuesday

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Balance Wealth @BalanceWP

4 years ago

We couldn't really ask for much more than what Rebecca's client said about the service she provided. When engaging with a financial planner, you need someone you can trust and who is transparent and thorough #TestimonialTuesday

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Krupesh @BalancedPlanner

4 years ago

🤷‍♂️🕺😂🎄

Balance Wealth @BalanceWP

4 years ago

🤷‍♂️🕺😂🎄

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Balance Wealth @BalanceWP

4 years ago

The 12 days of Quizmas are back! We've got a quiz IRL tomorrow, then from 2 - 12 Dec, we'll have challenges galore. And what's more, there are prizes to be won. Want to join in? join our mailing list: zc.vg/Ijgmp or follow us on Facebook: bit.ly/32NsPd9

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Balance Wealth @BalanceWP

4 years ago

We're very pleased to announce that on Thursday 18th November, we will be teaming up with experts from @ClarionPCteam to provide you with a session on intergenerational planning. Find out more and book your place here: bit.ly/3ogaNat

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Krupesh @BalancedPlanner

4 years ago

Looking forward to attending @Worthstone’s Impact Investment Academy on 16th November 2021 and hearing from influential keynotes and market influencers on ESG and impact investing #ESGvsImpact #IIA21 bit.ly/IIA21tickets

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Balance Wealth @BalanceWP

4 years ago

📢 Calling all entrepreneurs! Whether you're just starting out or you're considering a new chapter in the next couple of years, you will need to have an exit strategy in mind. Don't miss out on this month's 'Selling a business' webinar, tickets will follow shortly.

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Balance Wealth @BalanceWP

4 years ago

Big thanks to everyone that joined last week's webinar on ethical investing and how to do more with your money. For those that couldn’t make it, you can now watch it online via the link below 😊 vimeo.com/540597511

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Balance Wealth @BalanceWP

5 years ago

Looking for a new adventure? We've got an exciting opportunity to join our team as a Senior Administrator. If you get satisfaction from ticking things off your to-do list, speaking to people and being part of an innovative team, we'd love to hear from you! balancewealth.uk/about-us/join-…

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Balance Wealth @BalanceWP

5 years ago

The benefits of having a professional financial planner standing in your corner go way beyond financial gain. It's about having someone to go to guide you in the right direction and offer peace of mind when you need it most. #TestimonialTuesday

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Balance Wealth @BalanceWP

5 years ago

What a trying year it's been. However, against odds, so much was achieved. Whilst this doesn't take away the difficulties, people showed greater empathy & kindness than before & at Balance, we’ve grown as a team. Here are our 2020 positives to focus on balancewealth.uk/2020-a-year-in…

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Balance Wealth @BalanceWP

5 years ago

We'll be closed for Christmas from 24th Dec, with some of the team available in between, returning 4th Jan 2021. It's undeniable that this Christmas will be different. However, we hope that you can find joy and comfort in smaller things. For now, here's a message from our team

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Balance Wealth @BalanceWP

5 years ago

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Abraham Okusanya @AbrahamOnMoney

5 years ago

Have this hand for the next time someone says.... ‘this time is different because of negative bond yields/interest rates...’ Actually, it’s not. If you understand the real value of money, that is.

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Balance Wealth @BalanceWP

5 years ago

We're hiring! If you're an enthusiastic and experienced financial planner looking for a new role, then we'd love to hear from you. Interested? Just send over a short introductory video, along with your CV and covering letter to [email protected].