A new chapter as Rosebridge acquires Stonebridge

Rosebridge is pleased to announce the acquisition of Stonebridge Wealth Management Limited.

With approximately £45 million under advice and 105 clients, Stonebridge is a valued part of the wider Rosebridge business. This transaction reflects our continued focus on growing through high-quality businesses that share our values of trusted advice, excellent client service and long-term relationship management.

A key priority throughout this process has been continuity for both clients and staff. We are pleased that this Stonebridge team will continue to support their clients as part of the Rosebridge business, backed by our established infrastructure, operational capabilities and wider resources.

John Holt, owner of Stonebridge commented:
“I have known Phil for more than 30 years and I am very pleased that my clients, colleagues and friends will be joining a business where they will be well looked after. Rosebridge offers a strong and supportive infrastructure, and I am delighted that the team will continue to provide ongoing service within the wider business.”

Phil Rose, Chief Executive Officer of Rosebridge, commented:
“We are delighted to welcome Stonebridge to Rosebridge. We will work closely with John and the team to ensure a smooth and seamless transition, while maintaining the trusted relationships and high standard of service that clients have come to expect.”

As part of our wider growth strategy, Rosebridge continues to look for opportunities to expand across the North West, partnering with like-minded financial advice businesses that genuinely value their clients and are committed to long-term service and trusted relationships.

Our focus:

• North West-based businesses
  • Owner-managed firms where the principal is considering retirement (typically 60+)
  • Strong, loyal client banks with average AUM of around £500k
  • A commitment to high-quality advice and long-term relationships

What we offer:

• A smooth and respectful transition for both clients and staff
  • Significant investment in the business, including relocation to premium office space
  • A long-term home where clients are genuinely valued, supported and well looked after

 

Get in touch

If you are an existing client and have any questions about what this announcement means for you, our team is here to help. We remain committed to providing the same high level of service, with the added benefit of wider support and resources.

For businesses considering their future, we would also welcome a confidential conversation around succession planning, operational support and the opportunities that come with joining a wider group.

Ramsbottom office: Email enquiries@rosebridgeltd.com or call 01204 300010
Chester office: Email enquirieschester@rosebridgeltd.com or call 01244 569141
Leeds office: Email enquiriesleeds@rosebridgeltd.com or call 0113 243 7100