Lee White

Lee White brings 28 years of experience in the financial services profession and is a dedicated member of the Chartered Insurance Institute and the Personal Finance Society. His extensive expertise spans pensions, taxation, trusts, and managing investments, which he utilises to provide tailored advice to high net worth individuals as well as retail and corporate clients. Lee’s impressive qualifications include a BA (Hons) degree, the Diploma in Financial Planning (DipPFS), which demonstrates his technical knowledge and financial planning capabilities, and the Financial Planning Certificate (FPC), which recognises his broad understanding of financial services. His specialist accreditations, such as the Award in Pension Transfers (AwPETR) and the Certificate in Financial Planning (Life and Pensions route), reflect his commitment to professional excellence and the depth of his expertise. Lee has also completed advanced modules such as J05 (Pension Income Options), R03 (Personal Taxation), and R06 (Financial Planning Practice), equipping him to guide clients through complex financial planning scenarios with confidence and clarity. 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.