Greig Godfrey

Greig Godfrey is a Chartered member of the London Institute of Banking and Finance and has more than 18 years of experience in the financial services profession. His expertise spans pensions, taxation, trusts, and investment management, enabling him to provide tailored financial solutions to high net worth individuals, business owners, and businesses. Greig’s commitment to professional excellence ensures his clients receive expert guidance that aligns with their unique needs and goals. As a holder of the Advanced Diploma in Financial Advice (Adv DipFA®), Greig demonstrates the highest standards of knowledge and professionalism. This level 6 qualification covers key areas such as managing investments, pension transfers, taxation, trusts, and later-life planning. His additional qualifications include the Award in Pension Transfers (AwPETR), the Certificate in Long-Term Care and Later Life Planning (CertLTCP), the Diploma for Financial Advisers (DipFA), and the Certificate in Mortgage Advice and Practice (CeMAP®). Waterbridge Financial Planning was founded in 2016 and taken over by Greig Godfrey and Lee White in 2022, Waterbridge is a firm dedicated to helping clients simplify complex financial matters and achieve their aspirations. Based in Penistone, Waterbridge Financial Planning serves clients across South Yorkshire, Sheffield, Leeds, and Manchester, offering independent, personalised advice. Together, Greig and Lee bring more than 45 years of combined experience to the firm, supported by a team of highly skilled financial planners committed to excellence and client care. At Waterbridge, financial planning is about more than just numbers; it’s about empowering individuals and families to move forward with clarity and purpose. Whether planning for retirement, optimising investments, or securing your family’s future, Greig and Lee’s team provide holistic, trustworthy advice tailored to your specific circumstances. By choosing Waterbridge Financial Planning, clients gain a partner who genuinely cares about their success and works tirelessly to secure their financial future. With a reputation built on trust and expertise, Waterbridge Financial Planning is the go-to choice for individuals seeking financial clarity, control, and peace of mind.