Bridgewater Financial Services Limited

Independent Financial Adviser  8 Tyndalls Park Road, Bristol, BS8 1PY
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FCA authorised
Last authorised 10th May 2021
We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Mr Behzad Nejad
Financial Planning Manager
Mr Christopher Wicks
Managing Director
About us

* 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.
* We help business owners and professionals get their personal finances in order and keep them that way.

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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Registered in England & Wales Number: 05712136
Registered Office: Suite 5, Chester House, 79 Dane Road
Sale, Cheshire, M33 7BP

Bridgewater Financial Services Limited is an appointed representative of Holborn Assets Limited of Suite 5, Chester House, 79 Dane Road
Sale, Cheshire, M33 7BP, which is authorised and regulated by the Financial Conduct Authority.

8 Tyndalls Park Road, Bristol, BS8 1PY

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