Testimonials

‘I have worked in the financial sector for years and never experienced knowledge and attention to detail like this.’

CH, Liverpool.

‘Howard is an excellent and trustworthy financial advisor who has helped us to understand and navigate through the many options we had regarding our pensions. He has enabled us to realise our retirement goals which we would have never fully understood without his help. Very Happy!!!’

AG, Sheffield.

‘I am very happy with the service and support provided by Waterbridge Financial Planning. I am so glad that the company was recommended to me as this has changed my life for the better. I would not hesitate to recommend this service to others. A big thank you to Howard and the team for being patient and excellent in their advice and explanations.’

AM, Sheffield.

Here to help

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Want to know more?

To find out more or to arrange a meeting with us, please call
01302 247210, or email howard.street@waterbridgeifa.co.uk