Andrew Lee BA (Hons), APFS

Chartered Financial Planner

Contact

01204 602 900

andrew.lee@rosebridgeltd.com

Andrew's qualifications

BA (Hons)

APFS – Advanced Diploma in Financial Planning

About Andrew

Having graduated from the University of Manchester with a degree in Business Studies, Andrew joined the team in 2014. Since then, he has continued to excel in his career, achieving his Diploma in Financial Planning in 2016, followed by the Advanced Diploma and Chartered Status in April 2022.

Andrew is one of our first homegrown advisers. He is highly conscientious and prides himself on providing a personalised and trustworthy service when building client relationships. When interacting with clients, Andrew considers their short-and-long-term financial planning objectives. This includes product and solution research as well as technical analysis on a wide range of financial solutions.

Outside of work, Andrew enjoys spending time with his family, competing in badminton and tennis and is an avid golfer with a handicap of 6. He has an increasing interest in horticulture and loves walking in the Lake District and Yorkshire Dales.

The staff are all professional, approachable and respond to queries very quickly.

Julian Roebuck, MD at Gresham Office Furniture Ltd

Due to their proactive approach I have regular contact from Phil and the team, in addition to direct remote access to my portfolio via a secure web-portal

Ian Munro, CEO at CRG

Our team

Head office Leeds Chester

Tom Ashworth DipPFS

Client Relationship Manager

Tom joined Rosebridge in July 2024 as a Client Relation Manager, following 7 year's experience as an Accountant.

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Carol Aspinall FCCA

Accounts Manager

Carol is a Chartered Fellow and Certified Accountant with over 40 years’ extensive experience in her field

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Alicia Banks

Client Services Administrator

Alicia joined Rosebridge in January 2024 as a Client Services Administrator.

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Steven Banks APFS, CFP™ Chartered FCSI (Financial Planning)

Managing Director

Having worked in professional services for over 20 years, Steven brings an extra dimension to his client work

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Stacey Batley

Office Manager

Stacey has over 30 years experience in the financial services profession

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Joe Beavis BA (Hons), APFS

Chartered Financial Planner

Meet Joe, Financial Adviser who holds his Diploma in Financial Planning and has achieved Chartered Status.

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Louise Burke MA (Hons)

Marketing Specialist

Louise joined Rosebridge in 2024 as a Marketing Specialist.

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Adam Cooper BSc (Hons), DipPFS, Cert CII (SMP)

Client Relationship Manager

Adam’s Client Relationship Manager journey with Rosebridge started in November 2023, having worked in the finance sector for over 10 years.

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Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

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Gareth Griffiths BSc (Hons), DipPFS

Managing Director

Gareth was a professional footballer for 14 years prior to entering financial services

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Lewis Harrison BSc (Hons), DipPFS

Client Relationship Manager

Lewis joined the team in 2023, achieving his Diploma in Financial Planning in August 2024.

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Jonathan Heald APFS

Chartered Financial Planner

Jonathan has more than 20 years’ experience in financial services

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Jake Holland DipPFS

Client Relationship Manager

Experienced Client Relationship Manager with a strong background in financial advice.

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John Holt APFS

Chartered Financial Planner

John has considerable experience in advising clients on their financial security

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Oliver Hopkinson

Trainee Client Relationship Manager

Trainee Client Relationship Manager with a keen interest in financial planning and a goal to achieve Chartered Adviser status.

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Suzanne House

Client Services Administrator

After over 20 years experience in the corporate world, Suzanne joined the team in April 2022

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Simon Langdon APFS

Chartered Financial Planner

Simon thrives on working on complex client circumstances with an analytical approach

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Andrew Lee BA (Hons), APFS

Chartered Financial Planner

Andrew is the first home grown advisor within the business and has achieved Chartered Status

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Nicole Macdonald

Client Services Administrator

Nicole recently joined Rosebridge with 13 years experience

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James Mannion DipPFS

Client Relationship Manager

James joined Rosebridge in 2024 as Trainee Client Relationship Manager.

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Amanda Mason

Client Services Administrator

Amanda has over 27 years’ experience within a Financial Services environment

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Jessica McIlveen-Hayman BSc (Hons), DipPFS

Senior Paraplanner

Jess is Diploma qualified and joined Rosebridge straight from university in 2011

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Donna Milligan DipPFS

Business Risk Assistant

Donna joined the team in 2018 with close to 22 years’ experience working in financial services

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Chris Morley BA (Hons), DipPFS

Client Relationship Manager

Chris has three years’ experience in the profession and joined the team in 2022

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Annette O’Donovan

Client Services Administrator

Annette joined Rosebridge in 2020 and has over 28 years’ experience working within Financial Services

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Sinead O’Rourke BA (Hons)

Client Relationship Manager

Sinead has worked in the financial industry since 2014 and joined the team in August 2023

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Jane O’Hara FPFS

Chartered Financial Planner

Jane is a Fellow of the PFS and is STEP affiliated with over 20 years’ experience.

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Nicola Pace

Client Services Administrator

Nikki joined Rosebridge in March 2020, bringing with her over 16 years’ experience

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Grace Parry DipPFS

Client Services Administrator

Grace works as part of the Chester office team, Grace has achieved her Diploma Qualified in Financial Planning.

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Andy Perrett BA (Hons)

Client Relationship Manager

Having been in the financial services industry since 2016 working as a Client Relationship Manager, Andy joined Rosebridge in 2022

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David Reece APFS

Senior Client Relationship Manager

David has 20 years of technical knowledge and experience working within financial services

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Phil Rose MSc, APFS

Group Chief Executive Officer

Phillip holds a MSc in Financial Services and Business Management researching investors behavioural tendencies

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Chris Swaby BA (Hons), APFS

Chartered Financial Planner

Chris has been working within the Group since 2009 and is now a Chartered Financial Planner

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Richard Taylor BSc (Hons), APFS

Chartered Financial Planner

Richard has over 20 years’ experience of advising clients

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Sean Towers

Client Services Administrator

Sean Joined Rosebridge in January 2024 as a Client Services Administrator.

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Kathryn Wallwork BA (Hons)

Group Head of Operations

Kathryn has over 18 years’ experience in the financial services industry

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Michael Wharton DipPFS

Financial Planner

Michael joined Rosebridge in 2017, now with 25 years’ experience in financial services, 15 years' as an adviser

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Henry Wood DipPFS

Client Relationship Manager

Henry has 5 years’ industry experience within various technical, research and compliance-oriented roles

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Tim Wood

Group Head of Business Risk

Tim has worked within the financial services sector for more than 25 years

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Rosebridge® is a trading style of IFA (North) LLP, Pro Sport® Wealth Management Ltd, Stonebridge Wealth Management Ltd and Independent Financial Advisor Ltd. IFA (North) LLP, Pro Sport® Wealth Management Ltd and Stonebridge 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.

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