About us

Since 2016, we’ve set the standard for financial planning in South Yorkshire, driven by a commitment to help our clients navigate life’s complexities and move forward with purpose.

Raising the bar with every opportunity we take

We’re a team of independent financial planners passionate about helping individuals and families achieve financial confidence and control. Since 2016, we’ve supported hundreds of clients, offering guidance from our office in Penistone to people across Sheffield, Leeds and Manchester.

Our success comes down to our exceptional team. We believe in building a firm with the right values and culture, and this begins by hiring the best people in the profession.

The values we stand by

We do the
right thing

We always act in the best interest of clients, with transparency and honesty in all dealings.

We bring
deep expertise

We give clients access to skilled experts with deep knowledge and valuable insights.

We are
innovative

We stay ahead of trends and news to offer effective strategies for growing and preserving wealth.

We build
lasting bonds

Clients trust us, and we build a lasting relationship to ensure their financial success over time.

We are
goals focused

We prioritise our clients’ needs, goals, and concerns, ensuring their financial wellbeing is our focus.

We offer
objective advice

Being independent, our advice is free from conflicts of interest and focused on clients’ best outcomes.

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
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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