Charlie started Balanced Financial Services in 2016 and took the firm to Directly Authorised in 2018. We have been growing ever since.

Paul joined Balanced in 2019 and has  completed some of Balanced's most complex and technically challenging cases.

Andrea joined Balanced in 2020 and expertly balances writing mortgages, being our protection guru & being mummy to her daughter.

Paul joined us in 2021.  Paul brings over 39 years financial services experience and is a buy to let genius.

Issy will be supporting Charlie and whilst you will be unlikely to speak to Issy, you may interact via email 

Balanced is actively seeking an experienced broker with a passion for service over all else.