Who we work with

People approaching retirement

Retiring comfortably isn’t a matter of luck. It’s the result of careful planning and a clear understanding of what you want to achieve in retirement.

Your reward for a lifetime of hard work

Ask anyone what retirement means to them, and you’ll get varied answers. For some, it’s the chance to try new hobbies, nurture a garden, renovate their home, or reconnect with family and friends who took a backseat during their working years.

But no matter how you imagine your retirement, it all comes down to one thing: having enough savings to make it a reality. Financial planning is what bridges the gap between dream and reality in retirement.

How we fit in

Your retirement goals are different from your neighbours and colleagues, so first, we must get to know you and find out what you’d like to achieve in retirement. This may be the first time you’ve thought about it, so we’ll take it slow. This part of the journey is crucial, and we want to get it right.

Only once we understand your goals and values, can we begin to form a plan and establish how much you need to retire and when it could become a reality.

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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