Waterbridge IFA

Independent Financial Adviser  Village Street, Halifax, HX3 8QG
First meeting at adviser's own cost
We aim to deliver professional Independent Financial Advice to retail and corporate clients, specialising in Investments, Pension Planning, Savings, Tax Planning and Protection insurance.
We can advise you on
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Annuity purchase
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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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Unit trusts
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Lump sum
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National savings
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Regular savings
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Accident & sickness
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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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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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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr Greig Godfrey
About us

We are an independent financial advice firm qualified to level 6. We hold qualifications in Investment Advice, Pension Planning and Pension Transfer advice, Tax Planning and Protection needs.

Our services

We offer a value service to all clients on an ongoing and transactional basis. We believe in transparency and treating clients fairly.

Where to find us
Head office address: Village Street, Norwood Green, Halifax, HX3 8QG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£10,000,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 14th June 2021

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