Why Waterbridge?

There’s more to Waterbridge than meets the eye, and we’re enormously proud to stand out in the financial planning community. Here are a few reasons why choosing us is a decision you can feel confident about.

This is what makes us different

Our independence

Being independent means that our advice is free from conflicts of interest and focused on achieving your best outcomes. When building your plan, we consider a range of financial strategies and products based on your goals and needs.

Our expertise

Our team brings extensive expertise to the table, with Greig and Lee being Chartered Members of the LIBF and having completed all required qualifications with the institute, including their pension transfer qualifications. Lee is also a member of the Chartered Insurance Institute and the Personal Finance Society.

Our kind-hearted team

You’re not just getting a financial planner; you’re gaining a team that provides real, hands-on support whenever you need it. We ensure every client feels valued, with personalised attention at every stage in the process.

Our local presence

Located in the heart of Penistone, we’re fortunate to work in a beautiful building that reflects our welcoming culture. We invite all our clients in for meetings to see it for themselves and meet the team; however, we can also visit you if needed. We also support the community through sponsored events.

We run an in-house centralised investment proposition

We manage our centralised investment proposition in-house through our investment committee. This allows us to carefully research and deliberate every decision, ensuring nothing is rushed. By handling this internally, we maintain a rigorous and robust approach that benefits you and provides control and consistency.

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%

of clients would recommend us to family, friends or work associates

96%

believe working with us has helped or will help them to achieve their financial objectives

100%

were satisfied that we understood their needs, aspirations and objectives

See how we’ve made a difference

The real proof of our work lies in what our clients say about it. You can read their VouchedFor and Google reviews right here.

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.