Owner-managed businesses

We are specialists in partnering with business owners and entrepreneurs, helping you protect and preserve your wealth for generations to come.

Julian Roebuck – Managing Director – Gresham Office Furniture Business owner

Protecting your interests

We understand the importance of looking after what you have worked hard to build. We can advise on how best to structure your business to mitigate personal risk, and help you secure personal assets to ensure financial best practice. With specialist support and a tailored strategy, we will help you achieve financial security that encourages business growth.

Richard Advising Owner Managed Businesses

Your ideal retirement

We will help you plan for life beyond the business and into your retirement years. From the age at which you would like to retire to your ideal lifestyle in this stage, we can advise you on the best course of action in line with your objectives. And when the time comes, our experts can work alongside your other professionals to facilitate the sale of the business.

Stephen Greenhalgh – Managing Director – JJO plc Business owner

Your wider needs

We take a holistic approach to financial planning, so our service extends beyond the needs of the business. Whether it is providing financial advice for your family members, planning for the cost of long-term care, or support with leaving a legacy, we will act as your financial partners throughout – so you can have peace of mind for the future.

Contact us

    Or if you prefer to call, please call us on 0800 298 0010.

    Rosebridge® is a trading style of IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd, Park Square Wealth Management Ltd and Independent Financial Advisor Ltd.  IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd and Park Square Wealth Management Ltd are all appointed representatives of Independent Financial Advisor Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No 05246224. Registered address: The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.

    Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.  The Financial Conduct Authority does not regulate Wills, Trusts, Tax and Estate Planning and Cashflow Modelling.

    If you wish to register a complaint, please contact us:

    • in writing to Rosebridge, The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
    • by phone on 01204 300010.

    If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

    Email: info@financial-ombudsman.org.uk Website: www.financial-ombudsman.org.uk

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