Carly McDonald

Financial Planning Administrator
01226 447755
carly@waterbridgewealth.com

When Carly's at work

Carly brings more than 20 years of administrative experience working within both student experience and student records in the Higher Education sector.

She has a BA (Hons) degree from the University of Liverpool and a PgDip from Sheffield Hallam University.

At Waterbridge, Carly assists the team with preparing relevant documentation for clients’ annual review meetings and follow-up administrative tasks.

What Carly gets up to in her spare time

Carly enjoys film and music, and loves a murder mystery.

She also loves pottering around in the garden and is trying to learn more about plants and gardening in general.

We put Carly on the spot

If you could have dinner with any historical figure, who would it be?

Tina Turner… does she count as a historical figure?

If you had a superpower, what would it be?

Telekinesis.

What’s your proudest accomplishment?

My son.

What fictional world would you love to visit?

Narnia.

What’s your personal motto?

Feel the fear and do it anyway!

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

Graeme
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

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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