Waterbridge Wealth Reviews

Louise Howard-Long 2026.01.23

     

Really lovely customer service, you really get the idea that this company have your best interests at heart. Ruth is a gem! Thoroughly recommend.

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Reply from Waterbridge Wealth 2026.01.23

Thank you for such a wonderful review. Providing excellent customer service is very important to us, so it’s great to know this came across. Ruth will be thrilled to hear your comments. We really appreciate the recommendation.

Kind regards
The Waterbridge Team

neil thompson 2025.12.20

     

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Reply from Waterbridge Wealth 2025.12.22

Thank you so much for the 5-star rating! We really appreciate your support and are thrilled you had a positive experience. If there’s anything we can do for you in the future, please don’t hesitate to reach out!

Best Regards
The Waterbridge Team

Bernadette Guest 2025.12.20

     

Brilliant service. Communication really good and the knowledge was first class. Has been a pleasure to speak and meet the staff there. Everything sorted swiftly and done to a high standard.

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Reply from Waterbridge Wealth 2025.12.22

Thank you so much for your wonderful feedback! We’re delighted to hear that you found our service brilliant and that communication and knowledge met your expectations. It’s always a pleasure to assist, and we’re thrilled everything was sorted swiftly and to a high standard. Your kind words about our team mean a lot to us. If you ever need anything in the future, please don’t hesitate to get in touch—we’re always happy to help!

Kind regards
The Waterbridge Team

Gary Sykes 2025.11.30

     

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Sean Hager 2025.09.30

     

Excellent

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Reply from Waterbridge Wealth 2025.10.01

Thank you so much for your kind review!
We're delighted to hear you had an excellent experience. Your feedback means a lot to us, and we look forward to welcoming you again soon!

Kind regards
The Waterbridge Team

Adam Clark 2025.07.08

     

Very helpful with the right balance of friendly professionalism. Everything from service to fees was explained fully and I feel confident I’ve made the right choices with a warm helping hand.

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Reply from Waterbridge Wealth 2025.07.10

Thank you so much for your kind words! We are so pleased to hear that you felt supported and confident throughout your experience with us. We always strive to provide the perfect balance of professionalism and warmth, so it’s wonderful to know that came through. If there’s ever anything more we can do for you, we’re just a message away!

Kind regards,
The Waterbridge Team

Frank Corbett 2025.06.26

     

We have known Lee for many years, and this is the second year we have visited the office. Ruth is very welcoming, the environment also pleasant and no pressure. Lee explains everything in simple terms, and is easy to understand. We have received excellent advice over the years and are extremely happy with the service.

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Reply from Waterbridge Wealth 2025.06.27

Thank you so much for your kind words and continued trust over the years. It’s always a pleasure to welcome you back to the office, and we’re delighted to hear that you’ve felt comfortable and well-supported during your visits.
We’re especially pleased that you’ve found Lee’s advice clear and helpful, and that Ruth has made you feel welcome—she’ll be thrilled to hear your feedback!
We truly value your loyalty and look forward to continuing to support you in the future.
Warm regards,
The Waterbridge Team

Paul Bootland 2025.06.13

     

I have been a customer of Waterbridge Financial planning for a number of years.The help they have given me with with my sevices is outstanding.I would like to thank them for all the support and assistance that they have provided I would not hesitate to recommend then to anyone who needs financial help. I would also like to thank Greg Godfrey my financial advisor and Ruth Birkinshaw for all their help.

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Reply from Waterbridge Wealth 2025.06.16

Thank you so much for your kind words and for being a valued client over the years! We're delighted to hear that you've had such a positive experience with our team. Greig and Ruth will be especially pleased to know their support has made a meaningful difference. Your recommendation means a great deal to us, and we're always here whenever you need financial guidance.
Warm regards,
The Waterbridge Team

John Glendenning 2025.01.11

     

Lee White has been my financial advisor for the last 8 years and has guided me through my retirement investment plan answering all mine and my wife’s questions and concerns. Nothing is too much trouble and always manages to put my mind at ease if I have any worries, either in person or by phone. All the staff I have dealt with at Waterbridge are very helpful and friendly. I would definitely recommend this company to anyone seeking financial advice.

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Reply from Waterbridge Wealth 2025.02.12

Thank you for the positive feedback. We're so happy to hear that Lee has been guiding you and your wife with your retirement plans for the past 8 years. It's great to know he's always there to answer your questions and put your mind at ease. We're also glad you've found our team friendly and helpful. Your recommendation means a lot to us. Thanks for choosing Waterbridge.

Nigel Stead 2025.01.09

     

Excellent company. Very experienced in all financial planning. Very helpful in sorting any problems or worries which could occur along the way as a investor under Waterbridge Financial Planning.

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Reply from Waterbridge Wealth 2025.02.12

Thank you for the fantastic feedback. We're thrilled to hear that you've found our company experienced and helpful in all aspects of financial planning. It's great to know we've been able to assist with any problems or worries along the way. Your satisfaction is our top priority, and we're here to support you every step of the way. Thanks for choosing Waterbridge.