Resources

Blogs

Every month, we share valuable insights, market updates, and informative blogs to help you make the most of your finances. Take just five minutes to read them and stay informed.

Balancing your goals: 3 options for short-term savings

It’s common to be juggling different goals with various time frames, which can ...

Read more

The importance of managing your pension withdrawals to protect your retirement lifestyle

Managing your pension doesn’t stop once you retire and start to draw an ...

Read more

How psychology might affect your view of cash and safety

How your brain works can affect how you view wealth and different assets. For ...

Read more

Should you delay your State Pension? The pros and cons explained

Thousands of people delay claiming their State Pension every year. There are some potential ...

Read more

What past market volatility has taught us about investor behaviour

The current situation in the Middle East has led to market volatility. While it ...

Read more

A time traveller’s guide on how to financially plan for change

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing ...

Read more

How to be a successful investor: The importance of patience

Once you’ve set out your investment goal and strategy, what comes next? Often, ...

Read more

The component parts to a life of wellbeing

According to research published by Gallup1 in 2010, there are five areas that make up ...

Read more

The Capital Gains Tax essentials you need to know

The amount of Capital Gains Tax (CGT) investors collectively pay is set to soar ...

Read more

Explained: Why your pension could become liable for Inheritance Tax

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (...

Read more

Turning wealth into happiness: Why a plan makes a difference

The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean ...

Read more

How cashflow modelling can act as an early warning system for financial shocks

Financial shocks can have a devastating effect on your short- and long-term finances. While ...

Read more

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 Wealth Financial Planning
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.