Pensions and investments made easy.

At Waterbridge, we care about giving everyone the opportunity to have a more financially comfortable future.
Our Services

Brighter futures start here.

Welcome to Waterbridge.

Picturing world travel, family security, a dream home, or years of worry-free with your favourite people? Whatever you’ve got in mind, we’ll create a custom investment and pension solution informed by decades of experience delivering people’s dreams. We’re here to get you the life you want.


Whatever your ideal future looks like, the right financial plan is your first step to making it happen. Our bespoke investments and pensions solutions can be the perfect start on your journey to financial freedom. With 40 years’ collective professional experience, we are highly qualified, personable, and as invested in your happiness as you are.


We work alongside our clients to fully understand their needs, then carefully select the ideal solution for their pensions and investments, helping to build secure financial futures. Ready to get started?

Our Services

Our Values.

Waterbridge is different.

After many years working in the Financial Services industry, Greig Godfrey and Lee White decided to harness their in-depth knowledge of what does and doesn’t work in financial services to help their clients build a brighter future for themselves.

They are genuinely interested in ensuring clients see positive results from their investments, and will always look to help anyone.

Waterbridge is run on a passionately held set of values:

We always do the right thing

Guided by a strong moral compass, we find the right solution for you, putting your financial needs and preferences ahead of our own financial growth.

We genuinely care

We treat people how we would want to be treated. We find joy in our clients’ financial success, and always bring empathy and understanding – your satisfaction is also ours!

We are innovative

Off-the-shelf is fine for some, but not for us. We always look to go above and beyond and give each client a personalised route to their dreams.

We keep things simple

We avoid jargon and explain financial options in clear, honest terms. By removing any unnecessary processes, we enable our clients to understand their options and where they stand at each stage.

We are solutions focussed

We are committed to understanding our clients’ financial needs and aspirations and building solutions that help them achieve their goals. We aren’t here to sit on the side-lines and offer off-the-shelf advice.
About Us
Our Services

Get in touch with us.

Our team are ready to speak with you and get you started on your journey to financial freedom.

Pop in and visit us in our office in Penistone, or call us

01226 447755

Get in touch

Who better to talk about us than our clients?

5/5
I first approached Greig for financial advice in 2018 with regards pension drawdowns, and was very impressed with his knowledge, expertise, and patience in explaining options, benefits and risks. Since then, I have regularly met with him to discuss a range of financial matters and plan for my retirement. He has a good holistic approach and is able to help you assess your needs for both the short and the long term. I look forward to a well-planned future retirement with the support of Greig and Waterbridge.
Leonie Williams
My wife and I met with Greig in 2017. As we were a long way off the government retirement age we required someone who had experience with pension investments and held the relevant qualifications to help us in our decision making. We found that Greig was just the person for us, very knowledgeable and professional and explained everything to us in a way that we fully understood. To date we have not been disappointed in anyway, the service we have received from Greig not only on pensions but with other financial issues has been absolutely outstanding and this is also the reason why we have recommended him to a number of friends looking for similar advice.
Brian Stephenson
Having Been with Lee since retiring six years ago, Lee goes above and beyond to look after our financial needs, he is always available 7 days a week, calling in for a coffee to update us on any changes that we need to know about. We have built up a great rapport, his professionalism and the trust we have in him makes him our perfect choice as our financial advisor.
Graeme and Judith Heap
Lee was introduced to me in 2017 through a mortgage advisor, when I was seeking pension advice. I found Lee very knowledgeable and informative. Lee is very trustworthy, and I have every confidence in him in terms of overseeing my pension investment. I am always kept up to date with any changes that happen with my funds and Lee is very responsive to requests about my pension. I get an annual review which allows me to choose my risk which I have always been pleased with, especially when investments are showing growth. I would recommend Lee without any hesitation.
David Dilnot
I was nervous transferring my final salary pension scheme, but as the company had closed the scheme to new members and I was leaving the company, in 2016 I enlisted Lee to help with the transition. Lee organised the transfer by liaising with trust holders and it went smoothly. Waterbridge Provides me with regular information on pension reports, and they monitor my pension for me. I have an annual review where I undertake risk assessments and can make adjustments according to how volatile the markets are going. I always receive instant information when any switch funds take place, to get the best performing outcomes. Lee is accessible whenever I need any information and would recommend him to anyone looking for pension or financial assistance.
Stephanie Dilnot
I have greatly valued the knowledge and financial advice given to me by Lee. It made such a difference that he took to listen to my circumstances and needs before formulating a plan that I could understand and follow. I have complete trust that he and all of the staff have my best interests at heart. The most important aspect of my ongoing relationship with Waterbridge is that it’s now about so much more than financial advice.
Richard Evans
Lee has been our Financial Advisor since 2016. During this our investments have performed very well. He has consistently provided sound, robust advice in a manner and has been very responsive to all our requests for help. Lee has taken the to ensure we fully understand the complexities of our pension and how to optimise it in a way which should ensure we have a great retirement.
Andrew Beever
I initially got recommended Lee and Waterbridge by a good friend of mine, something I am very grateful for. I am one of life’s sceptics when it comes to financial advice, but I haven’t regretted a moment of my decision to push my pension and finances in their direction. Lee is excellent at keeping it simple and explaining each step in language I can understand, he’s honest and (for me) a very trustworthy person, which I am sure will be the case for all of Waterbridge’s employees. I would not and have not hesitated in recommending this company to other people, which is something I don’t do often.
Julian Sykes
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