Who we work with

Business owners

When you’re dedicated to growing your business, it’s easy for your finances to take a back seat. Imagine the peace of mind that comes from knowing your business and personal wealth work together seamlessly.

Set yourself up for success

Business owners, executives, and directors must be the “Jack of all trades”. You’re successfully running the business, ensuring financial stability, supporting employees, and marketing the company – the list is endless.

It’s easy to get so immersed in the day to day that you forget to step back and look at the bigger picture, including personal finances. Taxes, shares, and employee pensions are just as critical to your success. You don’t have to do it alone either; you can partner with us, and we will lighten the load.

How we fit in

Think of us as an extra pair of hands, a sounding board when things get too much. Tax concerns? We’ll help you extract money in the most tax-efficient way. Worried about the impact of a key person’s illness or passing? We’ll put the right protection in place to keep your business secure. Already considering your exit strategy? We’ll create an exit plan and start thinking ahead to retirement long before it arrives.

Your financial planning journey

1

Initial discussion

Our initial meeting is an important 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.

2

Gathering information

Next, we begin our research and exploration phase, gathering key information from providers and assessing your risk appetite, capacity for loss, and income and expenditure. This ensures we create a plan tailored to your financial goals.

3

Making our recommendations

Once we have all the necessary information, we will develop your financial plan and work on your recommendations. We’ll produce a detailed report outlining the plan, so you will see our recommendations on paper, and each one will be fully explained.

4

Implementing our recommendations

You’ll have the opportunity to review the report in your own time and reach out with any questions. Once you’re comfortable, we’ll handle the implementation for you – saving you valuable time and giving you peace of mind knowing everything is taken care of.

5

Ongoing service

When you work with Waterbridge, you receive a service that guides you through every stage of life. We’ll meet annually to review your plan and ensure it stays aligned with your evolving needs.

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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