* 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 are able to advise EU residents via our affiliation with an EU regulated firm. This means that EU residents can benefit from advice and ongoing support from fully qualified UK independent financial advisers but in a manner that is fully compliant with post Brexit EU financial services regulations.
* We help business owners and professionals get their personal finances in order and keep them that way.
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.
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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