Financial expertise for the corporate and private sector

Welcome to Bridgewater Wealth Management, financial planning specialists serving individuals, families and businesses in the North West of England.

Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.

We have clients whose age varies across the spectrum.
We help these by making sure that they make the right financial choices throughout their lives.

We help are clients who are in their retirement years by making the best use of their assets and minimising the effects of Inheritance Tax and in some cases eliminate it.

How you will benefit from our services:

• If you want to remove all the worry with regard to your finances and feel that your financial life is under control.
• Are interested in financial matters and are reasonably well informed.
• Are willing to take and act on advice.
• If haven’t met the right adviser yet and still need financial advice.
• If you are wanting to simplify the decision making by using our team as a sounding board.
• Want to reduce all the paperwork, statements, forms and reports that fill up your inbox and are delivered through your letterbox.
• Recognise that sound advice needs to be remunerated.
• Generally have a positive outlook.

Shaun Holt Dip PFS
Principal of Bridgewater Wealth Management
Partner Practice of St. James's Place Wealth Management