Who we work with

High earners

As a high earner, you’ve likely considered how to best manage your finances. But often, those thoughts haven’t turned into actions.

Your vision for the future

From the outside, it might seem like you have it all: a successful job, the lifestyle many could only dream of, and a place your family can call home. And while they may be right, you still wake up each day with worries, especially surrounding your family’s financial future.

You’ve worked hard to build your wealth; you’ve secured a stable career, and your family is financially stable. Now, it’s time to plan for the future, ensuring you can maintain your current lifestyle once you’ve stopped working.

How we fit in

Our team will work with you to understand what you want to achieve and what you think the barriers are that prevent you from getting there. Rather than keeping your goals in your head, we’ll encourage you to talk about them, so they become more of a reality.

We know the tax challenges you face as a high earner, the pressure of being time-poor, and the lifestyle you wish to sustain. Your goals, needs, and worries are unique to you; therefore, the financial plan we create must be just as unique.

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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