Our fees

At Waterbridge, we take pride in being upfront and transparent about our fees. There won’t be any surprises, just clear information, certainty, and peace of mind every step of the way.

Initial meeting

We believe the initial meeting is a vital first step in your financial journey, so we offer it at no cost. This is an opportunity for us to get to know you, understand your goals, and explore your unique financial needs.

There’s no obligation to sign up to our services, just a chance to start the conversation

Advice and creating a financial plan

Fee: From £1,500

Our advice and creating a financial plan service includes:

  • Gathering information from providers
  • Assessing your risk appetite and capacity for loss
  • Assessing income and expenditure
  • Providing a financial plan.

READ MORE IN OUR CLIENT AGREEMENT

Ongoing service

It’s important to review your investments and financial plan annually, so we offer an ongoing service to all our clients. This is split into three different service levels, dependent on the amount of funds invested with us.

Strategic service

This service is for individuals with funds worth less than £150,000.

Prestige service

This service is for individuals with funds worth between £150,000 and £499,999.

Charter service

This service is for individuals with funds above £500,000.

READ MORE IN OUR SERVICE AGREEMENT
Value of funds Charge per year (%)
£0 – £500,000 0.85%
£500,001 – £1.5 million 0.75%
Above £1.5 million 0.65%

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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