Private Client Services

 Retirement Planning

Pensions Consultancy

Tax Efficient Investment

Risk Management and Insurance

Education Funding

Estate Planning

We usually provide the above services as part of our Comprehensive Financial Planning Service. The provides clients with a holistic cashflow based financial plan which enables them to achieve their financial goals. We use sophisticated cashflow modelling software to establish whether our clients can achieve their financial goals given the current resources available to them at their preferred level of investment risk.

We recognise that not all clients require the comprehensive service and we are therefore happy to offer one-off transactional services: Projects

Business Client Services

Directors and Partners Retirement Planning

Partnership and Shareholder Protection Arrangements

Business Protection (Keyman Cover)

Employee Pensions and Benefits

Tax Efficient Investment

Bridgewater Financial Services is an appointed representative of Global Financial Strategies Limited, No 4 Connaught Fold, Huddersfield, HD2 1RB, which is authorised and regulated by the Financial Services Authority.