Bridgewater Financial Services Limited

Bridgewater Financial Services Limited Expert financial commentary from highly experienced UK independent financial advisers serving clients in the UK and worldwide.

Bridgewater aims to provide a highly personalised service to clients who value having direct access to an experienced financial planner rather than the more impersonal and less bespoke service that can be expected from large financial institutions. We are independent financial advisers in Sale Cheshire. We serve clients throughout the UK and overseas and place the care of our existing clients at t

he heart of our business rather than the constant quest for new clients. Our clients frequently require retirement advice, tax efficient investment, risk management and insurance as well as estate planning. These are best covered in within a comprehensive and regularly reviewed financial plan that ensures all requirements are provided for in a coherent manner. We recognise that some clients require more narrow advice and we are happy to provide this where needed. Typical examples include the use of pensions for property purchase or restructure of business finances and advice on annuity options on retirement. We are specialist qualified pension consultants and able to provide creative solutions to help business owners combine retirement provision with the the achievement of their business objectives. We also frequently act for clients who wish to consolidate their pensions and investments or who are unhappy with their investment performance. Whether we are providing comprehensive financial planning advice or transactional financial advice we follow clear processes and use sophisticated software to enable us to analyse our clients requirements and provide recommendations that meet their needs.

06/12/2023

As we approach the Christmas holiday season, a period rich in tradition and significance, it's important to pause and reflect on its multifaceted impact. Christmas, a time synonymous with joy, togetherness, and celebration, also brings with it a unique set of challenges. The anticipation of reuniting with family, the festive spirit in the air, and the traditions that warm our hearts are aspects we eagerly look forward to. However, amidst these joyful preparations, it's crucial to acknowledge that this season can also be a source of personal and financial stress for many.

The essence of Christmas often gets entangled with the pressure to create the perfect holiday experience. This can overshadow the deeper meaning of the season, which is about celebrating love, kindness, and the spirit of giving. To navigate this period with a sense of balance and joy, consider these thoughts:

Embrace the True Spirit of Christmas: Remember that Christmas is about creating memories and celebrating love, not about materialistic pursuits. A heartfelt conversation or a shared laugh can be more precious than any gift.
Set Realistic Expectations: It's important to remember that it's perfectly fine if everything isn't flawless. Christmas is about togetherness and joy, not perfection.
Prioritize Self-Care: Amidst the festive rush, take time for yourself. Your well-being is essential to truly savor the joy of Christmas.
Mindful Financial Planning: Be thoughtful about your expenses. A budget planned with care can prevent financial strain and allow you to enjoy the festive season without worries.
Seek and Offer Support: If you feel overwhelmed, don’t hesitate to reach out. Likewise, be attentive to those around you who might be facing challenges this season.

This Christmas, let's focus on the things that truly matter - the warmth of family, the joy of giving, the laughter shared with friends, and the peace that comes from within. Let the spirit of Christmas guide us towards a holiday season filled with love, peace, and contentment. Remember, the most valuable gifts are often not found under the tree, but in the moments we share and the love we spread.

£4.8m in back taxes and fines is hardly a casual ‘oops’ moment. At best it’s negligence which calls into question his fi...
21/01/2023

£4.8m in back taxes and fines is hardly a casual ‘oops’ moment. At best it’s negligence which calls into question his fitness and propriety as a government minister.

Nadhim Zahawi says he wants to "address some of the confusion about my finances".

24/09/2019

With the demise of Thomas Cook, many of their staff will need financial advice and support.

I call on all financial planners here on Facebook to commit to treat them fairly, professionally and compassionately at very hard moment in their lives. They should not be seen as prey to be predated on.

For our part we do commit to this.

New logo
15/03/2018

New logo

09/09/2017

I only ask because things have changed quite dramatically recently. In fact, according to PwC, the combined deficit of defined benefit pension funds in the UK is currently standing at a whopping £460bn. It doesn’t seem to be calming down either, with PwC chief actuary Steven Dicker stating: “The def...

05/07/2017

Building a new wealth management business aimed at busy professionals looking to get their financial affairs in order. Watch this space.

28/07/2016

Using Your Pension to Buy Business Premises You might have heard that you can save tax if you buy your business premises using your pension. This topic has received increased attention in light of the recent pension reform and the Government’s tapering of annual allowance for high earners. If you ar...

New Pension Freedoms Bring Opportunities As Well As Risks
10/06/2016

New Pension Freedoms Bring Opportunities As Well As Risks

Visit to St Pauls School 18th March 2016
17/03/2016

Visit to St Pauls School 18th March 2016

Budget Statement 2016: Key Takeaways
17/03/2016

Budget Statement 2016: Key Takeaways

New Website and financial tips
01/03/2016

New Website and financial tips

Some thoughts on Brexit and how it might impact on people's investments.
24/02/2016

Some thoughts on Brexit and how it might impact on people's investments.

Possible Brexit Consequences and Your Portfolio Posted on February 24, 2016 by admin Whether you support Leave or Remain, you may be wondering how leaving the EU (or staying in) can affect your investments. Will British stocks underperform if the UK leaves? Will the pound continue to be under pressu…

Address

Crossford Court, Dane Road
Sale
M337BZ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441616372191

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