Bridgewater Financial Services Limited

Independent Financial Adviser Crossford Court, Dane Road, Sale, Cheshire, M33 7BZ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.
We can advise you on
    • EEA
    • Rest of world
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
Meet our advisers
Christopher Wicks ACII FPFS CFP Chartered Financial Planner
Director
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us

Crossford Court, Dane Road, Sale, Cheshire, M33 7BZ

Contact us
About us

* We help business owners and professionals get their personal finances in order and keep them that way.
* Retirement Planning Specialist - Pre-retirement funding and At Retirement advice on the options for meeting income and capital needs.
* Qualified Pension Consultants - Assistance to clients and other financial professionals with complex pensions advice and transfers. We advise on all types of UK pensions as well as QROPS.
* Specialist adviser to Expatriates. We advise expatriates on all aspects of their personal finances. We recognise that they have particular financial planning needs to do with their mobility between jurisdictions and more complex tax status. We also advice clients returning to the UK and those who are about to leave.

Our services

We provide clearly focussed advice that addresses our clients needs in language they find easy to understand.

Our structured review service helps clients to keep on top of their personal finances and gives them an opportunity to adjust their plans in good time if their situation changes.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Compliance

Bridgewater Financial Services Limited is an appointed representative of Holborn Assets Limited of Crossford Court, Dane Road, Sale, Cheshire, M33 7BZ, which is authorised and regulated by the Financial Conduct Authority.

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