Waterbridge IFA

Independent Financial Adviser  Village Street, Halifax, HX3 8QG
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FCA authorised
Last authorised 13th September 2021
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
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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£10,100,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Village Street, Norwood Green, Halifax, LS6 4EZ

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