WATERBRIDGE FINANCIAL PLANNING LTD jobs and careers
United Kingdom
About WATERBRIDGE FINANCIAL PLANNING LTD
Thereโs more to Waterbridge than meets the eye ๐ Weโre immensely proud to stand out in the financial planning community. Want to know why? ๐ ๐ข๐๐ฟ ๐ถ๐ป๐ฑ๐ฒ๐ฝ๐ฒ๐ป๐ฑ๐ฒ๐ป๐ฐ๐ฒ 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. ๐ข๐๐ฟ ๐ฒ๐ ๐ฝ๐ฒ๐ฟ๐๐ถ๐๐ฒ 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. ๐ข๐๐ฟ ๐ธ๐ถ๐ป๐ฑ-๐ต๐ฒ๐ฎ๐ฟ๐๐ฒ๐ฑ ๐๐ฒ๐ฎ๐บ Weโre not just financial planners. Weโre 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. ๐ข๐๐ฟ ๐น๐ผ๐ฐ๐ฎ๐น ๐ฝ๐ฟ๐ฒ๐๐ฒ๐ป๐ฐ๐ฒ Located in the heart of Penistone, weโre 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. ๐๐ฒ๐ ๐ถ๐ป ๐๐ผ๐๐ฐ๐ต ๐ง welcome@waterbridgewealth.com ๐13 Market Street, Penistone, S36 6BZ ๐ 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.
Lee White
Owner
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