Professional advisers

You

Seamlessly integrated advice

If you’re a lawyer, accountant or even a financial adviser, you’ll understand the importance of liaising effectively with other professionals and having a joined-up approach.

We’re a team you can rely on to take care of any financial planning needs for your clients. With years of experience working successfully with other professionals, we’re a safe pair of hands and well-equipped to deal with any complex requirements.

How we help

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

Working with financial advisers

We take pride in helping others in the sector. Whether you are looking for a specialist pension transfer service or need someone reliable to refer to your EU clients, we’re here to help and will always respect your client relationships.

Enable your clients to leave a legacy

Our team is up to speed on the complex rules surrounding Inheritance Tax, wills and trusts. Just like you, we understand that no two clients are ever the same, so we don’t offer an “off-the-shelf” solution and will keep their best interests at heart.

Merging the best technical expertise

When we work together productively, we can achieve remarkable things. We act as an extension of you, providing support and helping to fill any knowledge gaps. It truly is an invaluable service and always results in better client outcomes.

Providing a seamless experience

Understandably, we all work in different ways, but we will never let that stop us from achieving results. We’re always willing to adapt to your ways of working so that you and your clients receive the best and most efficient service.

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.

Professional advisers

Seamlessly integrated advice

How we help

Working with financial advisers

Enable your clients to leave a legacy

Merging the best technical expertise

Providing a seamless experience

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