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Balanced Financial Services Ltd logo logo
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Balanced Financial Services Ltd

NR5, Norwich

(68)
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‘21 Certificate of Excellence, 2021

About

Independent Mortgage & Insurance advice with access to many lenders including High street lenders & other specialist lenders, offering an individual and tailored solution based on your own circumstances including First time buyers, Remortgages, Buy to Let and Specialist Buy to Let & Commercial Mortgage. No upfront costs or obligations.

10 hires on Bark

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Reviews (68)

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5/5

68 customer reviews

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14 November 2023

Mrs Taisha Carson has done an incredible job as my life. She is always available to answer any questions and thanks to your guidance on my first trading with your platform I am confident that my future is in good hands going forward. I just made my withdrawal and it was successful without any fee. You also can start earning with her platform. contact Taisha Carson and start earning. Email: taishacarson025@gmail.com Whatsapp: +1 (415) 886-4972 Whatsapp: +1(619)241-4352 Facebook: Taisha Carson More...

Reviewed on Facebook

18 September 2023

Our adviser was Mr Paul Blake . He was highly recommended to us by a previous client and certainly lived up to expectation. Paul was very pleasant, and courteous ,dealing with all our enquiries and concerns.Paul always endeavoured to answer our calls ,emails and messages promptly. Paul explained every part of the process clearly and concisely working through everything with us until completion. We would highly recommend him ,he is a credit to the company. More...

Reviewed on Google Maps

18 September 2023

Paul Johnson has been very professional helping me throughout the whole process where other brokers have let me down! I highly recommend Paul Johnson to anyone else!

Reviewed on Google Maps

18 September 2023

The personal touch, thoroughness, clarity, transparency and willingness to help at a click were the things that made my experience with Paul Blake exceptional. It is not just the excellent service that he delivered but also the 'how' which showed real care for a clients's outcomes. Thank you Paul! Would highly recommend. More...

Reviewed on Google Maps

18 September 2023

The service we received with our broker Paul was outstanding! He made the process run as smoothly and swiftly as possible. He was continuously re-assuring when we needed extra support. Always available to us at the other end of the phone. Couldn't recommend Balanced Financial Services enough! More...

Reviewed on Google Maps

11 September 2023

Integrity. Professionalism. Expertise. Knowledge. Personal. Charlie and her team possess the complete range of skills and knowledge to ensure the highest quality of service expected from a Mortgage Adviser. I have used other Mortgage brokers in the past and that is where they will stay. If you recognise the qualities listed above. Look no further. More...

Reviewed on Google Maps

2 September 2023

I can never forget the day I was convinced to register with Mrs Taisha Carson she is the only legalized and legitimate platform holder I was surprised to receive my withdrawal instantly and automatic. High profit✅ Customer service✅ Instant deposit and withdrawal✅. God have bless me with this company. contact Mrs Taisha directly on these. Email: taishacarson025@gmail.com Whatsapp: +1(619) 241-4352 Facebook: Taisha Carson More...

Reviewed on Facebook

26 August 2023

Excellent service

Reviewed on Google Maps

19 August 2023

They say the house buying process is one of the most stressful things you can do. There are a lot of people you have to deal with during the process, which is part of the stress however, Andrea and Charlie at Balanced Financial services were the only part that made it easy and were a pleasure to deal with. They work crazy hours with very quick response times and will always fight to get you the best deal. If only every company operated like this! Thanks again for all your hard work and helping us throughout this year. More...

Reviewed on Google Maps

5 August 2023

Paul Blake was extremely helpful in the remortgage of our property, we would highly recommend! This is the second time my partner has used Balanced Financial Services.

Reviewed on Google Maps

25 June 2023

I recently had the pleasure of experiencing an outstanding service from Paul and Charlie at BFS that exceeded all my expectations. From start to finish, this company demonstrated an unparalleled level of excellence, leaving me thoroughly impressed. The customer service I encountered was nothing short of exceptional. Paul was friendly, attentive, and genuinely dedicated to ensuring my satisfaction. They were prompt in addressing my queries and went above and beyond to provide detailed and comprehensive answers. Their professionalism and commitment to customer care were truly commendable. The service itself was flawlessly executed, leaving no room for disappointment. They exhibited a remarkable level of expertise and skill in their field, showcasing a deep understanding of their craft which is what every first time buyer like myself needs. Every step of the process was handled with meticulous attention to detail, resulting in an outcome that far surpassed my expectations. What impressed me most was their ability to tailor their service to my specific needs. They took the time to understand my requirements and preferences and were able to find me the best mortgage offer. Their flexibility and adaptability demonstrated a genuine commitment to customer satisfaction and ensured that the service was a perfect fit for my unique circumstances. I wholeheartedly recommend the team at Balanced Financial Services to anyone seeking excellence and professionalism. Their commitment to delivering a top-notch service, coupled with their exceptional customer service, make them stand out from the rest. If you're looking for a service experience that exceeds all expectations, look no further! More...

Reviewed on Google Maps

25 May 2023

Searching for a Bridging Loan in 2022 I was impressed by Balanced Financial Services’ positive approach following several rejections from other brokers. Paul Johnson worked closely with us throughout the whole process and secured an excellent rate and terms which enabled us to complete our purchase. Following conversion from Residential to Commercial, Paul was again able to match several lenders to secure a competitive mortgage and acted as an intermediary between the solicitors, banks and bridging loan provider keeping us informed every step of the way. We could not have completed the project ahead of schedule without Balanced Financial Services’ consistently reliable support and can-do attitude throughout, they are absolutely recommended for their broad industry knowledge yet personal touch. Thank you. More...

Reviewed on Google Maps

1 March 2023

Charlie Baker is the ultimate professional: knowledgeable, efficient, honest and communicative. She helped me, a first time buyer, get my mortgage in tricky circumstances and I will be forever grateful. Have already recommended to various friends! More...

Reviewed on Google Maps

1 March 2023

I wouldn't want to go through the house buying process with anyone else! Andrea went above and beyond to help me purchase my first property, her advise was always honest and with my best interests in mind. In a sea of untrustworthy estate agents and slow conveyancers, Andrea was like a breath of fresh air. She regularly checked in on me and didn't give up on me when I took longer than I should have to respond. I felt I was getting the the care and support of a friend or family member but with the extensive knowledge of a professional. Every time I thought I was in a predicament, Andrea had a solution. I would wholeheartedly recommend Andrea and Balanced Financial Services as mortgage advisers - they are just amazing. More...

Reviewed on Google Maps

1 March 2023

The last few months with the cost of living crisis have been a challenging time to remortgage our property. However with Charlie's invaluable and (very balanced! ) advice we were able to remortgage with complete confidence- she helped us navigate through a very uncertain time with so much support every single step of the way. The communication we experienced from both Charlie and Balanced as whole could not have been better. If you work unsociable hours/into the weekend they will tailor their service around you, not like many other services which operate Mon-Fri 9-5. If necessary, Charlie would have no issue going out of her way call us at 7pm some evenings and keep us up to date through the weekend where myself and my partner are busy and can only be available some evenings and weekends. Charlie thoroughly explained every step and procedure, including why it's important and what to consider/the best approach for our situation, which made us feel completely in the loop. This truly makes you feel empowered to make the best decision. We want to thank Charlie and Balanced for their service and advice and would highly recommend them to everyone. The expertise and professionalism is second to none, and the service is so personal and genuine. Thank you so much Charlie and the team at Balanced. We will definitely be back for your services again in the future. More...

Reviewed on Google Maps

1 March 2023

In 2022, we set out to challenge ourselves to own the home of our dreams. We met a number of mortgage brokers along the way who unfortunately were unable to get us the amount of mortgage we required to own this home. Thankfully, we got recommended to Charlie by a friend. Charlie was above exceptional, she was very professional throughout the journey, set the right level of expectations, and in the end achieved the impossible by sourcing the right lender. After the mortgage approval and during the legal process for purchasing, she did not just walk away because she was done with her job, but rather kept checking in to know how the purchase was going. She even kept checking in after completion and when we had moved into our new home, just to know how we were settling in. She is certainly an awesome broker, and I will strongly recommend her to anyone who really wants a broker that doesn't mess about. More...

Reviewed on Google Maps

1 March 2023

Highly recommend Andrea, she went above and beyond in securing our new home with rapid responses, chasing up every last detail, will use again

Reviewed on Facebook

7 February 2023

Andrea went above and beyond to help me purchase my first property, her advise was always honest and with my best interests in mind. In a sea of untrustworthy estate agents and slow conveyancers, Andrea was like a breath of fresh air. She regularly checked in on me and didn't give up on me when I took longer than I should have to respond. I felt I was getting the the care and support of a friend or family member but with the extensive knowledge of a professional. Every time I thought I was in a predicament, Andrea had a solution. I would wholeheartedly recommend Andrea and Balanced Financial Services as mortgage advisers - they are just amazing. More...

Reviewed on Facebook

1 December 2022

Excellent experience with Paul Johnson who helped me and my partner secure a mortgage offer in record time. Paul showed great attention to detail and was efficient, professional and responsive at all times. The fee was competitive and money well spent. I appreciated Paul's advice and flexibility in accommodating appointments by phone and outside office hours. With thanks for your work. More...

Reviewed on Google Maps

1 November 2022

Paul managed to secure and pull through amazing deal in these hard times. Best broker I have worked with so far and trust me - I dealt with quite a few! Thank you Paul.

Reviewed on Google Maps

1 November 2022

I was introduced to this company through a family member. We had Charlie Baker from start to finish for our mortgage application. We had a complex situation which Charlie understood and yet managed to offer several solutions within a short time frame. She was very efficient and communicated extremely well throughout the entire process. I would highly recommend her services. She cares about her clients and works her hardest to bring the best results! More...

Reviewed on Google Maps

1 November 2022

Very helpful and informative I would use in the future and recommend 👍

Reviewed on Google Maps

1 November 2022

Earlier in 2022 myself and my partner were looking to purchase our first house. As first time buyers we were a little unsure about how to get a mortgage, let alone the best one for us. Paul Blake and the rest of the team at Balanced Financial Services were truly excellent. They offered pragmatic and tailored advice that suited our individual needs and regularly went above and beyond to get us the best mortgage offer possible. They were able to answer any query or concern we had quickly and we never had to chase. I cannot fault them and would happily recommend them to others! Top tier service! More...

Reviewed on Google Maps

1 November 2022

I needed to re-mortgage 7x properties. Paul Johnson provided the service within my time frame and a lot more in terms of support, update and understanding. He was ahead and never a need to apologise or make an excuse. First class 5 star Quality / cost effective service, would recommend you stick with these tried / tested professionals. More...

Reviewed on Google Maps

verified
19 October 2022

Mortgage Advice

Charlie the broker we spoke to seemed really clued up we was super impressed from our first conversation, really seemed genuine and would recommend although work not completed yet but from two meetings i can say I was blown away. Would recommend definitely

verified
19 October 2022

Mortgage Advice

Claire person we spoke to seemed really clued up we was super impressed from our first conversation, really seemed genuine and would recommend although work not completed yet but from two meetings i can say I was blown away. Would recommend definitely

1 October 2022

Paul Blake and Andrea absolutely amazing and super helpful. Quick responses and always on hand to help thank you for helping us get our first home!

Reviewed on Google Maps

1 October 2022

A brilliant service from start to finish. The whole team were helpful and friendly. I would highly recommend and I'll be using them again.

Reviewed on Google Maps

1 August 2022

I bought a couple of properties through Balanced Financial Services and I had the pleasure of dealing with Paul. Paul has gone the extra mile for both properties I bought and often has provided invaluable advise. I have used a couple of mortgage advisors in the past, which I have found to not VFM after the experience with Paul. Would definitely recommend and will definitely come back next time, no doubt. Thank you! More...

Reviewed on Google Maps

1 August 2022

We are glad to have found this company through google. Their strong reviews are truly reflective of the experience we had. Paul Johnson was brilliant - extremely efficient, polite, and engaged throughout the whole mortgage application process. He went above and beyond to find and secure the best deal available for us. I would highly recommend this company. I would definitely contact Paul for future mortgage advice. More...

Reviewed on Google Maps

1 June 2022

We worked with Andrea to buy our first home and we thought she was excellent. The level of service and care was amazing and we always felt as though she was someone we could turn to for help and advice. We had a few setbacks along the way (one purchase falling through and several delays on our eventual purchase) but Andrea was always there to help out and fight our corner. We will be recommending her to anyone and everyone! Best decision we made in the whole process! More...

Reviewed on Google Maps

1 June 2022

Andrea is not only totally amazing in her ability to bring forth your exact wishes but has exceeded herself far and beyond my expectations. It would be a very huge injustice to yourself to pass such a rare and precious find off humanity and compassion along with her exceptional expertise. Very highly recommended 100% More...

Reviewed on Google Maps

1 June 2022

I had fantastic experience with Balanced Financial services. Right from the outset, I was kept informed with the proceedings proactively on regular basis. Never I had to remind or make an enquiry to get the status. Will strongly recommend and will use the services in future. More...

Reviewed on Google Maps

1 June 2022

Really positive experience from beginning to end. Paul Blake at Balanced Financial Services Ltd. made getting our new mortgage simple and easy. Everything was explained clearly and Paul was always available for a phone call if there were any queries. Would highly recommend and we will be using them again in the future. Thank you! More...

Reviewed on Google Maps

1 June 2022

Andrea was absolutely fantastic with helping us to buy our first home. She was patient, knowledgeable and listened to our concerns and needs, putting our minds at rest whenever we needed her to. Communication was excellent every step of the way. Highly recommended! More...

Reviewed on Google Maps

1 June 2022

This is the second time I’ve used this company and I found them completely professional, excellent service. I was totally reassured that I was in expert hands

Reviewed on Google Maps

1 June 2022

I had an excellent experience dealing with Balanced Financial Services Ltd and in particular with Paul Blake. Professional, experienced and always willing to go the extra mile to ensure the very highest level of service means that I will back in the future.

Reviewed on Google Maps

1 June 2022

I received exemplary service from Paul Blake and highly recommend his services. His knowledge, patience and care to ensure I received the best deal on the market meant I knew I was in "safe hands". I will be back in 5 years' time when my mortgage deal needs renewing! More...

Reviewed on Google Maps

1 June 2022

Extremely happy with the service from buy to let broker Paul Johnson. Very knowledgeable & he was happy to inform a novice like me & explain everything in detail. Kept me fully updated along the way. Provided first-class service. Would highly recommend him to others. Very satisfied with the end product & service received. More...

Reviewed on Google Maps

1 June 2022

Had a great experience dealing with with this company, paul was the mortgage broker we had dealt with and he couldn't be any more helpful, we were purchasing our first buy to let property so a lot of this was new to to us but he took the time to explain how it worked and was always available when we needed him. Couldn't recommend enough!

Reviewed on Google Maps

1 June 2022

Excellent service, very thorough, informative and supportive throughout the process.

Reviewed on Google Maps

1 June 2022

Andrea was so helpful and professional, finding me a mortgage and also life insurance. She was great at breaking down complicated information so it was accessible and was always willing to talk things over on the phone as well as sending information by email in useful tables. I would highly recommend using Andrea - I felt like I was in very safe hands! More...

Reviewed on Google Maps

1 June 2022

Having had a bad experience with a previous mortgage broker, Paul Johnson was a breath of fresh air! Very knowledgeable about the products available to me. i received a suitable mortgage offer in a much quicker time frame than i had anticipated. Nothing was too much trouble. He kept in constant contact with progress updates. Was quick to respond to any queries, nothing was too much trouble, Truly professional and exceptional service. i highly recommend Paul Johnson/ Balanced Financial Services Ltd for mortgage/remortgage help and advice, By far the best mortgage brokers I have ever used. He made my remortgage a swift and painless transition. More...

Reviewed on Google Maps

1 June 2022

My partner and I were recommended balanced financial services by a family member, it was exciting but first time round we were told we couldn’t get mortgage. We waited a year and 2nd time round we got one! Told it was for £180k and then hit with the bombshell we needed 15% deposit and our interest rate was around 4%. Our mortgage advisor here was Andrea, the last time I heard from her was on the 31/08/2021 it’s now the 28/01/22 We’ve had no messages to see how we are getting on or if we still need her services. We ended up speaking to another mortgage advisor as we were told by countless amount of people that our current (Andrea) wasn’t doing enough. We got a really good deal and only needed 10% deposit. Next week, my partner and I will be moving into our very own house!!! With Andrea that would have been a flat. The service received was disappointing, we were recommended this company based on another person here and we allocated someone who in our opinion, didn’t care. I wouldn’t recommend this company to anyone, I feel as though had we gone somewhere else at the start we wouldn’t had wasted a year thinking we couldn’t get a mortgage. More...

Reviewed on Google Maps

1 June 2022

Where do I start with the help I received. I was at a total loss and had no clue where to start or even how to start. One conversation with Andrea and I was on my way. In a world where there is uncertainty and worry everywhere, she took that away. Friendliness, care, thought and reassurance. Just a Class Act all around. I have no hesitancy sending any friends or family I can her way for top class service and advice. “Last night, I discovered something wonderful. It was a wake-up call, a way to look at myself and what I really want out of life.” – Harry from Mama Mia More...

Reviewed on Google Maps

1 June 2022

Balance Financial Services is an excellent company, as first time buyer, the whole process was nicely explained to us, which made it all easy. Paul was really helpful, patient and clear. I recommend highly ! Great service! More...

Reviewed on Google Maps

1 June 2022

Painless remortgage, very helpfull talking me though the different options and what was needed to complete.

Reviewed on Google Maps

20 May 2022

Andrea Worledge has been absolutely fabulous in helping me get a mortgage with my elderly dad. With the pressure of Covid and redundancies and furloughs we got there in the end. This is due to Andrea’s determination and without that I wouldn’t be where I am now. A credit to this company Thankyou again More...

Reviewed on Facebook

10 November 2021

Good recommendation are only given to Good works, I appreciate the effort of Mrs Amandra Kelly for helping me work from home mostly in this corona pandemic era. I am making an amazing profits, after investing 700$dollars in forex trading and now making 15,900$ on a weekly basis, All thanks to her. It wouldn’t have been easy during this lock down for me and my family but her help with trading made us live even more financially better than before the lockdown. for trading help you can contact her via: Email: amandrakelly110@gmail.com WhatsApp: +14694540374 More...

Reviewed on Facebook

verified
1 July 2021

Mortgage Advice

Immediate response - really friendly and helpful

Q&As

Customers who are glad they chose Balanced, sometimes customers are told by other firms that they can't have a mortgage, or they can't be helped, we take great pride in proving them wrong.

I started Balanced after feeling frustrated with heavy handed sales tactics, sales targets designed to put business income above whats best for each individual customer combined with a real hope to change the way mortgage advisers are perceived by applicants.

We actually do care about you. No customer of Balanced has a reference number or a client number, because you are not a number. You are a person with your own plans, needs and priorities. We will provide as much support through the process as you need without pressurising you. We will work with you at your pace, not ours. We see our job as providing you with sound, fair and honest advice and giving you the support you need to achieve your goals, from buying your first home, to building a property portfolio.

Yes, we have a secure online portal for document sharing, we can work with you via Zoom, email, phone and message services.

All our advisers are working from home, offering advice via phone, email, messaging and zoom

Services

Whole of Market and truly independent, with access to over 90 mortgage lenders.

We offer tailored, specialist advice on Ltd company buy to let, HMO, holiday let and all other types of buy to let mortgages.

A fully independent advice service which puts you at the heart. We can help you from your initial planning, right through to collecting your keys and beyond. We’re here to talk you through the steps, let you know what to expect and how to handle any possible obstacles which may arise.

We provide a ‘no pressure’ advice service for all kinds of personal protection insurance including life insurance, income protection, critical Illness, family income benefit and others. We will go through with you what the different policies do, and don’t cover, help you prioritise, then tailor a package to suit you budget.

We will talk you through the different ways you can protect shareholders and key staff within your business and provide information on how to structure the policies to suit your business needs and budget.

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