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WATERBRIDGE FINANCIAL PLANNING LTD jobs and careers

United Kingdom

About WATERBRIDGE FINANCIAL PLANNING LTD

Thereโ€™s more to Waterbridge than meets the eye ๐Ÿ‘€ Weโ€™re immensely proud to stand out in the financial planning community. Want to know why? ๐Ÿ‘‡ ๐—ข๐˜‚๐—ฟ ๐—ถ๐—ป๐—ฑ๐—ฒ๐—ฝ๐—ฒ๐—ป๐—ฑ๐—ฒ๐—ป๐—ฐ๐—ฒ Being independent means that our advice is free from conflicts of interest and focused on achieving the best outcomes for you. We will consider several financial strategies and products based on your goals and needs when building your plans. ๐—ข๐˜‚๐—ฟ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜๐—ถ๐˜€๐—ฒ We have a team with extensive experience. Grieg is a Chartered Member of the London Institute of Banking and Finance (LIBF) and has completed all the required qualifications. Lee is a member of the Chartered Insurance Institute and the Personal Finance Society. ๐—ข๐˜‚๐—ฟ ๐—ธ๐—ถ๐—ป๐—ฑ-๐—ต๐—ฒ๐—ฎ๐—ฟ๐˜๐—ฒ๐—ฑ ๐˜๐—ฒ๐—ฎ๐—บ Weโ€™re not just financial planners. Weโ€™re a team of people who provide you with real, hands-on support whenever you need it. We want to ensure every client feels valued by providing personalised attention at every stage of the process. ๐—ข๐˜‚๐—ฟ ๐—น๐—ผ๐—ฐ๐—ฎ๐—น ๐—ฝ๐—ฟ๐—ฒ๐˜€๐—ฒ๐—ป๐—ฐ๐—ฒ Located in the heart of Penistone, weโ€™re fortunate to work in a beautiful building that reflects our welcoming culture. We invite clients to see the office, but we can also travel to you if needed. ๐—š๐—ฒ๐˜ ๐—ถ๐—ป ๐˜๐—ผ๐˜‚๐—ฐ๐—ต ๐Ÿ“ง welcome@waterbridgewealth.com ๐Ÿ“13 Market Street, Penistone, S36 6BZ ๐Ÿ“ž 01226 447755

Employees
1 to 10
Headquarters
United Kingdom

Leadership

The top of WATERBRIDGE FINANCIAL PLANNING LTD's org chart, with how many people report into each leader.

LW

Lee White

Owner

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