Waterbridge Financial Planning Financial Service in Sheffield, Penistone

Reviews

1. Stephen Goy ★★★★★

   Rurh contacted me for a financial review as I was already with this company for pension advice etc. I had a phone appointment with my financial advisor, James, in which I was asked questions about income and other household finances. I was sent an online form to fill in regarding yearly income and outgoings, and plans for retirement etc. I was then contacted after James reviewed the information I had given with suggestions and as no action needed I was told that I would have another review in a year. Ruth and James were both friendly and helpful and having been with Waterbridge for a number of years, they give sound advice and I'm very happy with how my pensions are being run, and my outlook for retirement. Would highly recommend.

   almost 8 months ago
2. Bernadette Guest ★★★★★

   Brilliant service. Communication really good and the knowledge was first class. Has been a pleasure to speak and meet the staff there. Everything sorted swiftly and done to a high standard.

   almost 8 months ago
3. Frank Corbett ★★★★★

   We have known Lee for many years, and this is the second year we have visited the office. Ruth is very welcoming, the environment also pleasant and no pressure. Lee explains everything in simple terms, and is easy to understand. We have received excellent advice over the years and are extremely happy with the service.

   1 year ago

1. Andrew kellett ★★★★★

   Very professional team always willing to discuss my issues and concerns. Manage my investments to a high standard. Overall I am very happy and confident with Waterbridge Financial Planning looking to the future.

   1 year ago
2. John Glendenning ★★★★★

   Lee White has been my financial advisor for the last 8 years and has guided me through my retirement investment plan answering all mine and my wife’s questions and concerns. Nothing is too much trouble and always manages to put my mind at ease if I have any worries, either in person or by phone. All the staff I have dealt with at Waterbridge are very helpful and friendly. I would definitely recommend this company to anyone seeking financial advice.

   1 year ago

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