Balina Rai

What Balina's Clients Have to Say

Richard

Since meeting Balina, she’s been professional, knowledgeable, and very approachable. Her clear communication and great listening skills built real trust. I’m always comfortable discussing finances wit

Khan

Overall excellent. I value the regular virtual catch-ups and past face-to-face meetings. I get clear updates on my plans and progress, and my personal circumstances are always factored into the advice

Tahli

I appreciate the support Balina has given me with our pension decisions. She’s very approachable and always works to find the right solutions for our needs.

Robert Crompton

Everything is taken care of. She gives her advice and then handles the rest, allowing clients to sit back and relax knowing it’s all being managed.

Ruddock

Balina has advised me for 2.5 years and is always polite and courteous. My wife and I have several ISAs through her recommendations, and I trust her advice and feel confident discussing finances with

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Balina Rai is a highly driven Wealth Management Consultant at Lawrence Neil Wealth Management, where she has been supporting clients since 2020. With over a decade of experience in financial services—and ten years within the St. James’s Place framework—Balina is known for her commitment to going above and beyond, delivering advice that is both trusted and genuinely client-focused.

Balina provides bespoke financial planning to individuals and businesses, covering investment planning, retirement strategies, estate protection, corporate services, specialist banking referrals, and mortgage guidance. Her approach is centred on long-term relationships, ensuring each client receives consistent support as their needs and circumstances evolve.

Her philosophy is grounded in the belief that great advice begins with genuine care: “Your client doesn’t care how much you know, until they know how much you care.” Balina takes pride in exceeding expectations, recognising that small details often make the biggest difference.

Throughout her career—spanning consultancy, paraplanning, and wealth management roles across Leeds, Knaresborough and London—Balina has developed a reputation for reliability, empathy and meticulous attention to detail. She works with a broad range of clients, initially without strict asset thresholds, but typically supports those with £100k+ to invest, especially given her strong focus on pension planning.

Balina continues to be a trusted partner for clients seeking clarity, confidence and long-term support across every stage of their financial journey.

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Balina Rai

What Balina's Clients Have to Say

Meet Balina