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
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.