Protecting your wealth

You

Reassurance for the future

Make it your priority to protect and preserve your wealth to benefit your family and loved ones. Irrespective of your age or the value of your estate, making a will and putting your affairs in order are two of the most important tasks that you are likely to undertake.

We work with our sister company, Bridgewater Wealth Protection, to safeguard your hard-earned assets for you and your family using simple but effective strategies.

How we help

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

Build a foundation of trust

We’re a team you can confide in during what can be a difficult subject to talk about. You’ll come away fully informed about how to protect your wealth and be able to confidently decide what’s best for you and your family.

Mitigate Inheritance Tax

Maximise the value of your estate and minimise the amount of tax paid with effective estate planning while you’re still here and able to make these big decisions. It will have a huge impact on your loved ones and keep you in control.

Give you the gift of time

Our qualified team will take over the responsibility and present your options to you clearly. We do the hard work so you can make the most of your life and enjoy it with your loved ones without any worries.

Protect your family's wealth

Ensure your assets end up in the hands of those you love the most with the correct bloodline planning. The strategic use of wills and trusts can ensure that they benefit from the inheritance you want them to receive.

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.

Protecting your wealth

Reassurance for the future

How we help

Build a foundation of trust

Mitigate Inheritance Tax

Give you the gift of time

Protect your family's wealth

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