Waterbridge Financial Planning Ltd

Reference number: 734536

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When waterbridgewealth.com first appeared online, and whether it can receive email
  • What kind of line 01226 447755 is, and the other firm that gives it
  • Who else gives the postcode S36 6BZ
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Waterbridge Wealth Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
09883876
Company status
Active
Company type
Private limited company
Incorporated
23 November 2015 (10 years old)
Registered office
13 Market Street, Penistone, Sheffield, S36 6BZ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)
  • Pension funding (SIC 65300)

Directors and company secretaries

Name Role Born Appointed Other companies
Greig Peter Godfrey Director Sep 1976 21 Dec 2022 1 other company

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£60.1k

+42% from £42.2k

Cash at bank

£52.5k

No earlier figure to compare

Employees (average)

10

+67% from 6

Owed within a year

£175k

−2.4% from £180k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 09883876. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Waterbridge Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (7) All events (15)

2022

21 December 2022

  • Board replaced: its only director left and 2 new directors took over
  • Cwg Holdings Ltd took control (75–100% of shares)

Companies House

2021

21 December 2021

  • Howard Street gave up control

Companies House

2016

3 June 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

6 April 2016

  • Howard Street took control (75–100% of shares)

Companies House

2015

23 November 2015

  • Incorporated at Companies House

Companies House

In the full report: all 15 events

  • All 15 events in its history (7 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Waterbridge Financial Planning

Other FCA-listed firms that share a director, phone number or address with Waterbridge Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its phone number
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Waterbridge Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Sheffield

Abacus Portfolio Management LimitedSheffieldAuthorisedABM Financial Management LimitedSheffieldAuthorisedAlan RobinsonSheffieldAuthorisedAlan ThompsonSheffieldAuthorisedAZW Consulting LtdSheffieldAuthorisedBFS Wealth and Protection LtdSheffieldAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Waterbridge Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 15 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Waterbridge Financial Planning Ltd FCA authorised?
Yes, Waterbridge Financial Planning Ltd (FRN 734536) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Waterbridge Financial Planning’s phone number and website?
The FCA register lists the phone number 01226 447755 and the website waterbridgewealth.com for Waterbridge Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Waterbridge Financial Planning a scam or clone?
Waterbridge Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Waterbridge Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Waterbridge Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Waterbridge Financial Planning?
Waterbridge Financial Planning is owned by Cwg Holdings Ltd, which holds 75–100% of shares and 75–100% of votes, since 21 December 2022. Before that, it was controlled by Mr Howard Street.
Who runs Waterbridge Financial Planning?
Companies House lists one director of Waterbridge Financial Planning: Greig Peter Godfrey.
How long has Waterbridge Financial Planning been in business?
The company was formed on 23 November 2015, and has held its current FCA authorisation since June 2016.
What do Waterbridge Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £60.1k (+42% from £42.2k) and cash at bank of £52.5k (no earlier figure to compare).
Does Waterbridge Financial Planning use any other names?
It trades as Waterbridge Wealth.

Sources and links

The full report on Waterbridge Financial Planning Ltd

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