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
Financial Times Top 100 Financial Advice Firms 2024
Celebrating being recognised within the Top 10.
New Model Adviser Top 100 2023
For the 7th consecutive year, celebrating the best of the professional financial planning community.
Women In Finance – Wealth Manager of the Year 2022
Jane O’Hara – Winner
New Model Adviser Top 100 2022
Celebrating the best of the professional financial planning community.
PFS Chartered Financial Planning Firm of the Year 2021
Finalist
New Model Adviser Top 100 2021
Celebrating the best of the professional financial planning community.
Money Marketing Advice Firm of the Year 2021
Finalist
New Model Adviser Top 100 2020
PFS Chartered Financial Planning Firm of the Year 2020
Finalist
New Model Adviser Top 100 2019
New Model Adviser Top 100 2018
PFS Chartered Financial Planner of the Year 2017
Phillip Rose – Winner
Investment Life & Pensions Moneyfacts Award
Retirement Adviser of the Year – Finalist
Top 25 Financial Planning Companies 2013, 2014, 2015
TheWealthNet
Wealth & Money Management Awards
Best UK Financial Planners for Trustee Advice – 2014 & 2015
Best for Proactive Financial Planning – 2015
PFS Chartered Financial Planner of the Year 2016
Phillip Rose – Finalist
Top 25 Financial Planning Companies 2014
eprivate client
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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