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Assured Wealth & Estate Planning Partner With Balance Accounting Solutions

Balance Accounting Solutions
Professional Warrington IFA and Independent financial planning expert Mark Jones (Managing Director of Assured Wealth and Estate Planning Limited) has a joint venture with Balance Accounting Solutions – a relationship which has been growing strong since 2013.

Assured Wealth and Estate Planning Ltd

Assured Wealth and Estate Planning help the people of Runcorn with all aspects of financial advice. As specialists in Mortgage Advice, Retirement Planning and Estate Planning as well as Financial Planning for Corporate clients, Assured Wealth and Estate Planning Ltd are the trusted Independent Financial Advisers in Runcorn. They are based in the local area and are a fully independent, FCA regulated company. They have a clear, low-cost pricing structure and believe in honesty and transparency.

Balance Accounting Solutions: Runcorn Accountants

The Balance Accounting Solutions philosophy is based on the premise that if you don’t understand your numbers, then you do not understand your business. Balance Accounting Solutions offer a unique type of accountancy consultancy. Their aim is to work closely with their clients to help them develop their businesses. Balance pride themselves on not being the traditional grey-suited, stuffy accountant. They make an effort to truly understand their clients’ businesses.

Assured Wealth and Estate Planning working with Balance Accounting Solutions

Mark Jones, M.D. at Assured Wealth and Estate Planning says of the collaboration: “ Emma Lodge at Balance Accounting like many other accountancy firms had no formal way of ensuring their clients received high quality independent financial planning advice.  I had known Emma since 2013 as we had a mutual client.  It was really easy to help Balance clients understand their finances and working together with Emma has offered a new way of working for her clients” 

Emma Lodge said: “Knowing who to refer your client’s too in terms of pension advice is difficult.  Mark had done some work with one of my clients and he also helped out with some technical questions I had for a client on pension planning.  Setting up the financial planning arm has really made a difference to my clients and we can now work together to help each client understand what life will look like after they retire.  Recommending Mark is very easy, he works very hard to ensure my clients receive a great service.”

Runcorn Independent Financial Adviser

When it comes to Runcorn financial advice, Runcorn residents can look for independent guidance in all of these areas:

  • Mortgages
  • Independent Financial Planning
  • Retirement Planning
  • Life cover
  • Investments
  • Savings
  • Pensions
  • Care fee planning
  • Saving money
  • Company pension schemes
  • Budgeting
  • Buy-to-let purchases
  • Loans
  • Business exit planning
  • Wills
  • Saving tax
  • Lasting Powers of Attorney
  • Trusts

If you require help or advice from an independent expert in financial matters, call Assured Wealth and Estate Planning on 0161 464 9122, or visit the website: Assured Wealth and Estate Planning.

Why Choose us


Investment portfolio review


Cash flow modelling


Fully Independent


FCA regulated


Financial planning


Estate planning qualified


Pension transfer specialists


Occupational pension specialists


All types of mortgages


Care fee planning


Low cost fees


Corporate planning


Wealth management


Retirement planning


Inheritance tax mitigation