Waterbridge Financial Planning

Financial Services • Sheffield, England, United Kingdom • 1-10 Employees

Company overview

Headquarters	13 Market Street, Penistone, England S36 6BZ, GB
Phone number	+441226447755
Website	waterbridgewealth.com
NAICS	52
Founded	2016
Employees	1-10

Key Contact at Waterbridge Financial Planning

Lee White

Owner

Waterbridge Financial Planning Email Formats

Waterbridge Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@waterbridgewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@waterbridgewealth.com	100%

About Waterbridge Financial Planning

There’s more to Waterbridge than meets the eye 👀 We’re immensely proud to stand out in the financial planning community. Want to know why? 👇 𝗢𝘂𝗿 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 Being independent means that our advice is free from conflicts of interest and focused on achieving the best outcomes for you. We will consider several financial strategies and products based on your goals and needs when building your plans. 𝗢𝘂𝗿 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 We have a team with extensive experience. Grieg is a Chartered Member of the London Institute of Banking and Finance (LIBF) and has completed all the required qualifications. Lee is a member of the Chartered Insurance Institute and the Personal Finance Society. 𝗢𝘂𝗿 𝗸𝗶𝗻𝗱-𝗵𝗲𝗮𝗿𝘁𝗲𝗱 𝘁𝗲𝗮𝗺 We’re not just financial planners. We’re a team of people who provide you with real, hands-on support whenever you need it. We want to ensure every client feels valued by providing personalised attention at every stage of the process. 𝗢𝘂𝗿 𝗹𝗼𝗰𝗮𝗹 𝗽𝗿𝗲𝘀𝗲𝗻𝗰𝗲 Located in the heart of Penistone, we’re fortunate to work in a beautiful building that reflects our welcoming culture. We invite clients to see the office, but we can also travel to you if needed. 𝗚𝗲𝘁 𝗶𝗻 𝘁𝗼𝘂𝗰𝗵 📧 welcome@waterbridgewealth.com 📍13 Market Street, Penistone, S36 6BZ 📞 01226 447755

Waterbridge Financial Planning revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Waterbridge Financial Planning has never raised funding before.

Frequently asked questions

Waterbridge Financial Planning is located in Sheffield, England, GB.

You can reach Waterbridge Financial Planning at +441226447755.

Waterbridge Financial Planning was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Waterbridge Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Waterbridge Financial Planning

Lee White

Owner

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