Wealth Management Consultant BA (Hons) DipPFS Cert MP
Balina joined Pentelow Wealth Management in 2015 as a Paraplanner, before going on to enter the St. James’s Place Academy in 2017, graduating the same year as a Wealth Management Consultant within the Practice. She is a talented, hardworking and determined individual who graduated with a First in ‘Finance & Investment Management’ and brings a fresh and positive approach to financial advice.
Driven and passionate about delivering tailored results for each of her clients, Balina places an emphasis is on developing a long-term relationship with her clients to provide them with a source of trusted advice as their financial needs evolve over the years. This is highlighted by her specialism in Mortgage Advice and Planning, and the short and long-term planning solutions required for those who are looking to move into their new home.
- Banking and Mortgages
- Investment Planning
- Protecting Your Estate
- Retirement Planning
- Corporate Services