Welcome to Bridgewater Financial Services

A personalised service for clients who value direct access to an experienced financial planner
"Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful"
Samuel Johnson

Welcome to Bridgewater Financial Services

A personalised service for clients who value direct access to an experienced financial planner

Private Client Services

  • Retirement Planning
  • Pensions Consultancy
  • Tax Efficient Investment
  • Risk Management and Insurance
  • Education Funding
  • Estate Planning

Business Client Services

  • Directors and Partners Retirement Planning
  • Partnership and Shareholder Protection
  • Business Protection (Keyman Cover)
  • Employee Pensions and Benefits
  • Tax Efficient Investment
Other services: Pension Review Service, Trustee Investments, International Schools, Pension Consultancy to Other Financial Advisers and One-off Transactional Projects

Pension and Investment Review Service

  • Concerned about the performance of your pensions or investments?
  • Would you like your investments to be as tax efficient possible?
  • Are you retiring in the next five years?
  • Are you concerned that you will have sufficient to retire on?
  • Would you like to simplify your personal administration?

If the answer to any of the above is ‘Yes’, you may need
the Bridgewater Pension and Investment Review Service.

Pension and Investment Review Service

  • Concerned about the performance of your pensions or investments?
  • Would you like your investments to be as tax efficient possible?
  • Are you retiring in the next five years?
  • Are you concerned that you will have sufficient to retire on?
  • Would you like to simplify your personal administration?

If the answer to any of the above is ‘Yes’, you may need the Bridgewater Pension and Investment Review Service.

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