Waterbridge Financial Planning Limited
4.9 / 5
At Waterbridge Financial Planning, we specialise in providing independent, tailored financial planning to help our clients simplify the complexities of their finances and achieve their goals with confidence. Based in the heart of Penistone, we proudly serve high earners, business owners, and those approaching retirement across South Yorkshire, Sheffield, Leeds, and Manchester. Founded in 2016, and taken over by Lee White and Greig Godfrey in 2022, Waterbridge Financial Planning was built on a foundation of trust, experience, and a genuine commitment to delivering exceptional service. Together, Lee and Greig bring over 45 years of combined expertise in financial services, covering pensions, taxation, trusts, and investment management. Their leadership is complemented by a team of innovative and highly skilled financial planners, carefully selected for their professionalism, values, and ability to make a meaningful impact. At Waterbridge, we understand that financial planning is about...