Business owners

You

Be clear on your priorities

Finding the time to take a step back and plan your financial future as a business owner can be tricky. Without a strategic plan, you won’t be as prepared for the future as you want to be, which can seriously impact you, your business and your family.

Our Chartered financial planner, Chris, is also a business owner, so he understands the whole picture. It’s not just about your pension; it’s about protecting your business, health and safety and employee satisfaction, among many other things.

How we help

You can trust us to build a plan that works. We won’t let you down.

Plan for your retirement

Retirement planning should be high on your to-do list, but somehow it gets pushed further down. Whether you plan to quit the world of work for good or semi-retire, we’ll discuss your options and implement a succession strategy.

Keep your employees happy

Celebrate your team and reward them with benefits that won’t leave them looking elsewhere for work. Employee happiness is key to a successful business, and we’ll work together to implement pension and benefit schemes that best suit you.

Safeguard your business

Owning a business can be daunting, but there are different ways to secure it. We’ll evaluate your current level of protection and discuss options such as keyman cover and partnership and shareholder protection to help protect you from financial losses.

Give you the gift of time

As financial planners, we take your money worries away so you can spend more time on the things you want to do. You’re busy enough as it is, so it’s important that you live a fulfilling and carefree life and know where you are headed.

Your journey

Delivering on our commitment

To add value to your life, we will take you on our six-step client journey. Along the way, we’ll understand what’s going on in your head and agree on how we’ll solve your problems. We’ll look after you and focus on the best outcome for your specific needs.

The Client Journey

What our clients say

We could talk day and night about the value and expertise we provide, but our clients’ words matter the most.

As a business professional I have used Bridgewater Financial Services for help with my personal retirement planning both before and during my retirement. I am extremely pleased with the way they have taken time to understand my retirement wishes and my situation and explained the options available to me and the relative risks associated with them. I feel they maintain a deep and current understanding of the market and are able to communicate the relevant matters accurately and clearly.

Nick

I have had invaluable financial advice on my investments, pension and inheritance planning from Bridgewater for over 20 years. Chris has always been trustworthy, approachable, knowledgeable and given clear explanations to any questions. His friendly manner makes meetings/discussions with him a joy. I have no qualms in recommending his services.

Eric and Karen

Bridgewater Financial Services Ltd has given us solid and sound advice which has helped us plan our retirement. We get regular updates in a language we can understand. They are extremely helpful and patient when we have questioned advice and guidance. Highly recommended.

Tony

We've found Bridgewater financial excellent to deal with for our pension advice and would have no hesitation in recommending thier services. Chris is always most polite, professional and always responds swiftly to queries and found their advice invaluable.

Dominic

During my years with Bridgewater I have had consistently good service and advice resulting in my investment continually growing to my great satisfaction.

Frank

I know that if I email Chris, there will always be a prompt response. I can sure that there will be good and knowledgeable chat, the advice is clear and to the point.

Francis

Chris has been my financial advisor for 25 years. He is the consummate professional, demonstrating an excellent and precise understanding of my financial needs. Chris is willing to spend the time to establish all the details and the exact financial requirements. His advice in explaining more complex issues and then tailoring a bespoke solution are exemplary. I have no hesitation in recommending Chris and the team highly for clear, trustworthy, and long-term financial guidance.

Business owners

Be clear on your priorities

How we help

Plan for your retirement

Keep your employees happy

Safeguard your business

Give you the gift of time

Delivering on our commitment

What our clients say

Nick

Eric and Karen

Bridgewater Financial Services Ltd has given us solid and sound advice which has helped us plan our retirement. We get regular updates in a language we can understand. They are extremely helpful and patient when we have questioned advice and guidance. Highly recommended.

Tony

We've found Bridgewater financial excellent to deal with for our pension advice and would have no hesitation in recommending thier services. Chris is always most polite, professional and always responds swiftly to queries and found their advice invaluable.

Dominic

During my years with Bridgewater I have had consistently good service and advice resulting in my investment continually growing to my great satisfaction.

Frank

I know that if I email Chris, there will always be a prompt response. I can sure that there will be good and knowledgeable chat, the advice is clear and to the point.

Francis

Seamus