Awards and accreditations
We are proud to be a highly qualified team with an award-winning impact. Find out more about our accolades in financial services and wealth management.
Chartered Financial Planners
As awarded by the Chartered Insurance Institute (CII), we became a firm of Chartered Financial Planners back in 2007 – one of the first in the North West to do so. Since then, we have continued to fully embrace the Royal charter and put it at the core of our professionalism.
Our commitment to continued development and the highest quality of financial advice is just one of the reasons why our clients choose to work with us.
Learn more about Chartered status and what this means for Rosebridge and those we work with.
Fellows of the PFS
Many of our financial planners are qualified members and fellows of the Personal Finance Society (PFS).
By having completed the Fellowship programme – the highest designation by the PFS – they have demonstrated an excellent level of financial planning achievement, alongside a commitment to continued professional development.
Our awards
New Model Adviser Top 100 2025
Marking eight years of recognition in Citywire’s Top 100 Financial Planning Firms.
New Model Adviser Regional Advice Awards 2025
Nominated in the North of England for our continued commitment to delivering high-quality financial advice.
New Model Adviser Top 100 2024
Proud to maintain our place on Citywire’s Top 100 Financial Planning Firms for the 7th year.
Financial Times Top 100 Financial Advice Firms 2024
Celebrating being recognised within the Top 10 Financial Advice Firms in the UK.
New Model Adviser Top 100 2023
For the sixth year, recognised for expertise and client care.
Women In Finance – Wealth Manager of the Year 2022
Awarded in recognition of Jane O’Hara’s outstanding contribution to wealth management.
New Model Adviser Top 100 2022
Acknowledged for the fifth consecutive year on Citywire’s Top 100.
PFS Chartered Financial Planning Firm of the Year 2021
Recognised as a finalist for our dedication to quality advice and client care.
New Model Adviser Top 100 2021
Honoured by Citywire for our ongoing commitment to clients.
Money Marketing Advice Firm of the Year 2021
Proud to be named a finalist, reflecting our expertise and integrity as a firm.
New Model Adviser Top 100 2020
Celebrating another year on Citywire’s Top 100 list.
PFS Chartered Financial Planning Firm of the Year 2020
Finalist among the UK’s leading Chartered Financial Planning firms.
New Model Adviser Top 100 2019
Recognised again by Citywire for excellence in financial planning.
New Model Adviser Top 100 2018
Named among Citywire’s Top 100 Financial Planning Firms.
PFS Chartered Financial Planner of the Year 2017
Presented to Phil Rose for demonstrating the highest standards in Chartered Financial Planning.
Investment Life & Pensions Moneyfacts Award
Retirement Adviser of the Year – Finalist, celebrating outstanding retirement advice.
Top 25 Financial Planning Companies 2013, 2014, 2015
Presented by TheWealthNet for consistent excellence over three consecutive years.
Wealth & Money Management Awards 2014, 2015
Honoured as Best UK Financial Planners for Trustee Advice for two consecutive years.
Wealth & Money Management Awards 2015
Winner for Best Proactive Financial Planning, highlighting our forward-focused guidance.
PFS Chartered Financial Planner of the Year 2016
Phil Rose was proud to be named a finalist, reflecting his commitment and expertise.
Top 25 Financial Planning Companies 2014
Presented by Eprivate Client, honouring our firm’s performance and client focus.
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.
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.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
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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