Bridgewater Financial Services
Bridgewater aims to provide a highly personalised service to clients who value having direct access to an experienced financial planner rather than the more impersonal and less bespoke service that can be expected from large financial institutions.
We are independent financial advisers in Sale Cheshire. We serve clients throughout the UK and overseas and place the care of our existing clients at the heart of our business rather than the constant quest for new clients. Our clients frequently require retirement advice, tax efficient investment, risk management and insurance as well as estate planning. These are best covered in within a comprehensive and regularly reviewed financial plan that ensures all requirements are provided for in a coherent manner.
We recognise that some clients require more narrow advice and we are happy to provide this where needed. Typical examples include the use of pensions for property purchase or restructure of business finances and advice on annuity options on retirement. We are specialist qualified pension consultants and able to provide creative solutions to help business owners combine retirement provision with the the achievement of their business objectives. We also frequently act for clients who wish to consolidate their pensions and investments or who are unhappy with their investment performance.
Whether we are providing comprehensive financial planning advice or transactional financial advice we follow clear processes and use sophisticated software to enable us to analyse our clients requirements and provide recommendations that meet their needs.
Our clients share many of the characteristics shown below. The chances are, if you feel the same way, you will benefit from what we can do for you.
- You are committed to getting your financial house in order and keeping it that way.
- You have important goals that you wish to achieve.
- You want to build wealth on a consistent basis by following a disciplined approach to investing.
- For you, many things are more important in life than money and you would like to spend as much time as possible enjoying them.
- You understand that an impartial financial planning service is worth paying for.
Chris Wicks – Chartered Financial Planner
Chris runs the company on a day to day basis. He deals with a range of clients in the UK and overseas and is a specialist pension, retirement planning and investment consultant. Chris has been a financial planner for over 30 years. He qualified as a Chartered Financial Planner, a Chartered Wealth Planner and a Certified Financial Planner, for which he is a long standing assessor. He also holds the Advanced Financial Planning Certificate as well as specialist pension (G60) and mortgage qualification (MAQ). He has worked for a number of major firms of Chartered Accountants and established a joint venture IFA firm with a firm of solicitors. He has contributed to the financial services trade press and national press on a variety of financial matters. He is also an active networker on Linkedin, Facebook, and Twitter.
Chris lives in Cheshire and is married with six children. He has recently completed a History degree at Manchester University, specialising in early medieval history.