13+ Years of Excellence
About us
Advice Built Around You
I believe clients should be helped and advised, and however long it takes is never an issue; it must be right, and you must be comfortable and fully satisfied with the outcome.
I will visit you and discuss your requirements in the comfort of your own home or can see you in my office. Face-to-face advice is best. I am able to come and visit you at a time which suits your working hours (within reason and availability).
Evenings and weekends are possible as well as daytime appointments.
I do also see clients virtually via Zoom. This is more efficient for many clients and a first initial meeting is useful this way, if required.
Shandip Shah TEP, FSWW, MBA, ACIB
Principal
Balance Consultancy
What We Do
Our Core Services
Balance Advice
Five good reasons to make a Will
It’s all too easy to put off making a Will, but the difficulty is that we never know when it may be needed.
Experience shows that families who don’t plan ahead to cope with death or illness suffer higher levels of stress, expense and delay compared to families with the right legal and financial protection in place.
Making a Will can give you peace of mind that your loved ones are protected.
- You decide who inherits – not the Government!
- Choose people you trust to act as your Executors
- Appoint Guardians to look after young children
- Avoid unnecessary exposure to Inheritance Tax
- Have peace of mind and reduce the potential for family conflict
Testimonials
What Our Clients Say
Very Smooth Process
We have been very happy with the professionalism and operation of the Balance Consultancy in dealing with the production of Lasting Powers of Attorney for the two of us – a very smooth process from initial discussions in our own home to shepherding them through the Office of the Public Guardian and delivering them to us when certified. Thanks to Mr Shandip Shah.
Diligence and Care
Shandip Shah of Balance Consultancy was referred to me by my accountant, and I found the service Shandip provided with diligence and care, very comforting. He was very informative about the whole process of the “will writing” and flexible in his approach. This made it very easy for me to get this “legal” formality covered in no time at all.
Don't Delay!
We have no hesitation in recommending Shandip to assist with your Wills and Power of Attorney. He was calm, kind, friendly, sensitive and efficient, which was much appreciated by us, and he made the whole process effortless. We had delayed doing our Wills and POAs for years and years, and had we known of Shandip, we would certainly have done them much sooner.
Why Balance Consultancy?