Reclaim your goals and make them real.

We’re independent financial planners, working closely with individuals and business owners across Yorkshire. By understanding your circumstances, goals and aspirations, we build a plan that brings your vision to life.

More about us

We deliver long-term
financial plans to…

High earners

You’ve likely thought about how best to manage your finances, but not acted on it, until now.

How we can help

Business owners

Imagine the confidence from knowing your business and personal wealth work together seamlessly.

How we can help

People approaching retirement

Retiring comfortably isn’t a matter of luck. It’s the result of careful planning.

How we can help

Looking for a new home for your financial advice business?

We’re a fast-growing, independent financial planning firm operating since 2016.

Selling to Waterbridge is easy. We will provide a home where your clients and employees are cared for, valued, and supported, just as you’ve always done.

Let us be the trusted firm for the people who matter most to you.

Why sell to Waterbridge?

The Waterbridge team

We’ve brought together the best talent from across South Yorkshire to form a team that makes an impact. At Waterbridge, you’ll find innovative thinkers and a team that works in harmony.

Lee White
Senior Adviser
Meet Lee
Greig Godfrey
Director
Meet Greig
Ruth Burkinshaw
Receptionist and Administrator
Meet Ruth
Stuart Hately
Investment Consultant
Meet Stuart
James Priestley
Trainee Financial Planner
Meet James
Oliver Bullivant
Administrator and Trainee Financial Planner
Meet Oliver
Anna Godfrey
Administrator
Meet Anna

You’re in good company

Working with clients and transforming their lives is our favourite part of this job. Rather than talking about what we do, we’ll let our clients share their stories and feedback.

Brian and Karen

Leonie and Steve

Lloyd and Donne

Rob and Anne

Russ and Fiona
99%

99%

of clients would recommend us to family, friends or work associates

96%

96%

believe working with us has helped or will help them to achieve their financial objectives

100%

100%

were satisfied that we understood their needs, aspirations and objectives

Reviews and Ratings for Financial adviser Greig Godfrey, Sheffield

See how we’ve made a difference

The real proof of our work lies in what our clients say about it. You can read their VouchedFor and Google reviews right here.

Get in touch with the team

Use the form here to get in touch with the Waterbridge team. Please provide as much detail as possible, and we’ll get back to you as quickly as we can.

    Waterbridge Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number: 734536. Registered in England and Wales. Company number: 09883876 Registered address: 13 Market Street, Penistone, Sheffield, England, S36 6BZ.

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