Waterbridge Wealth completes acquisition of Stonehouse Financial Services

The team at Stonehouse has decided to move on to pastures new, and with this in mind, Stonehouse will now be part of Waterbridge Wealth, a local, independent financial planning firm.

“We’d like to offer the warmest welcome to clients joining us from Stonehouse,” says Greig Godfrey, director at Waterbridge. “We look forward to introducing you to our talented team of financial planners, who are all committed to helping you achieve financial control, always with your goals and aspirations in mind.

“Our culture and values reflect those of Stonehouse; our team of passionate experts will put your financial wellbeing centre stage at all times.”

Senior adviser Lee White adds: “We’ll be in touch with all former Stonehouse clients very soon to arrange a meeting, so watch this space for your invitation to meet your new adviser.”

You can rest assured that your finances are in very safe hands, and you don’t need to take any action – the team at Waterbridge will look after you from here.

“Before we committed to the sale, we worked hard to identify the best buyer and concluded that Waterbridge Wealth was a great fit,” says Ian Frank, director at Stonehouse. “We’d like to say a big thank you to all our clients for your loyalty over the years. It’s been great to work with you, and we know that Waterbridge will look after you.”

For more information about what this change means for you, please see the FAQ’s below. And while you’re here, please feel free to take a look around and get to know your new Financial Planners:

• To visit our home page, please click here
• Get to know the Waterbridge Wealth Team by clicking here
• Hear what our clients have to say about Waterbridge Wealth by watching these videos
• If you’d like to get in touch with us to ask any questions or book a meeting, please click here to look at our contact page

We’re looking forward to welcoming Stonehouse’s clients to the Waterbridge family.

 

Find out more about your move to Waterbridge Wealth

Below, you’ll find answers to some of the questions you might have. Of course, please don’t hesitate to get in touch if there’s anything else you’d like to know. You can email us at welcome@waterbridgewealth.com or call us on 01226 447 755.

Are you independent, and if so, what does that mean for me?

Yes, our team is fully independent, which means that our advice is free from any conflicts of interest and focused on the best outcomes for you.

Where are you based?

Like Stonehouse, we’re based in South Yorkshire, with offices in Penistone, Sheffield. We’ll look forward to meeting you there and would love to show you around.

How are you regulated?

We’re authorised and regulated by the Financial Conduct Authority (FCA), which requires financial services companies to comply with a strict set of standards. These are designed to protect customers and ensure market integrity, so you know that you’re working with a reputable organisation.

Do you offer face-to-face meetings?

We work around you, so we’ll be very happy to meet with you in person or online, whichever suits you best.

Will this move affect my pension, savings, and investments?

No, everything will remain exactly the same, and you don’t need to take any action during this transition.

How do I know Waterbridge Wealth is the right choice for me?

Our clients tell it best, so visit https://waterbridgewealth.com/client-stories to watch our clients’ video testimonials or read their stories.

And in a client survey, 98.7% of respondents said they’d recommend us to other people.

Plus, we have lots of great reviews on VouchedFor, which is the leading review platform for financial and legal providers.

Read Greig’s reviews: https://www.vouchedfor.co.uk/financial-advisor-ifa/barnsley/074146-greig-godfrey/reviews

Read Lee’s reviews: https://www.vouchedfor.co.uk/financial-advisor-ifa/barnsley/074147-lee-white/reviews

What are the long-term plans for the business?

We plan to continue growing our robust, sustainable business over the long term, offering specialist financial advice to high earners, business owners, and those approaching retirement.

Will I be introduced to the new company and my adviser?

Yes, we’ll be in touch again very soon to invite you to meet with us.

What’s the next step?

You don’t need to do anything at all! Just wait to hear from us again, and we’ll look forward to meeting you.

Will I receive regular communications from Waterbridge?

Yes, we have a monthly newsletter that we’ll send out to you, which is packed with financial insights, information, and updates.