Greig Godfrey

Director
Greig's qualifications Greig's entry on the FCA register Greig's Statement of Professional Standing
Reviews and Ratings for Financial adviser Greig Godfrey, Sheffield
01226 447755
greig@waterbridgewealth.com
Greig's qualifications Greig's entry on the FCA register Greig's Statement of Professional Standing
Reviews and Ratings for Financial adviser Greig Godfrey, Sheffield

Qualifications

  • Certificate in Long Term Care and Later Life Planning (CertLTCP)

    This is a specialised qualification designed for financial advisers looking to specialise in long-term care and later-life planning. It covers the UK long-term care planning environment, including the responsibilities of the NHS and local authorities, long-term care insurance and the financial assistance options available.

  • AwPETR (Award in Pension Transfers)

    This single module qualification attains the required knowledge and practical skills to excel when guiding clients.

  • Adv DipFA® (Level 6 Diploma in Financial Advice)

    This advanced qualification demonstrates the highest of professional standards and achieves Chartered status. Covering the topics of Managing Investments, Pension Transfers, Taxation, Trusts & Tax Compliance and Later-Life Planning, it equips you with the expertise required to offer customers complex financial advice and planning services.

  • DipFA (Diploma for Financial Advisers)

    The Diploma is the high-quality route to meet the standards required for providing financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding and the practical skills to apply in practice.

  • Certificate for Financial Advisers (CeFA®)

    This is a widely recognised qualification in the financial services industry, primarily in the UK. It is designed for individuals aspiring to become financial advisers and professionals seeking to enhance their understanding of the financial services sector.

  • CeMAP® (Certificate in Mortgage Advice and Practice)

    The industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and how to effectively apply this when advising a customer.

Chartered Member of London Institute of Banking and Finance

Chartered status is a mark of professional excellence. It reassures clients that Greig can provide expert service.

When Greig's at work

Greig has 18 years of experience in the financial services profession and is a Chartered Member of the London Institute of Banking and Finance. His expertise spans a range of areas, including pensions, taxation and trusts, and managing investments.

Greig works closely with high net worth clients, business owners, and businesses, providing financial solutions that meet their unique needs and goals.

What Greig gets up to in his spare time

Outside of work, Greig is passionate about travel and sport. He is married and has two daughters, Grace and Sophia. Their home is bustling with animals, including a Golden Retriever named Teddy, a horse named Lily, two cats, a hamster, and a tank of fish.

Greig enjoys golf, reading, and learning, and spending quality time with his family and taking holidays together.

We put Greig on the spot

What is your proudest accomplishment?

Achieving Chartered Status.

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

Steve Jobs.

What fictional world would you love to visit?

Alderaan from Star Wars.

What hobby have you always wanted to pick up?

Learning to ski.

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

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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