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

FTAdviser top 100 financial advisers 2024 for financial planning

Financial Times Top 100 Financial Advice Firms 2024

Celebrating being recognised within the Top 10.

Citywire new model adviser top 100 2023 award logo for financial planning

New Model Adviser Top 100 2023

For the 7th consecutive year, celebrating the best of the professional financial planning community.

Women in finance, financial planner of the year awards for jane o'hara for financial planning

Women In Finance – Wealth Manager of the Year 2022

Jane O’Hara – Winner

citywire top 100 financial advise firms 2022 for financial planning and wealth management

New Model Adviser Top 100 2022

Celebrating the best of the professional financial planning community.

personal finance awards 201/22 chartered financial planning firm of the year award logo for wealth management

PFS Chartered Financial Planning Firm of the Year 2021

Finalist

citywire top 100 financial advise firms 2021 for financial planning and wealth management

New Model Adviser Top 100 2021

Celebrating the best of the professional financial planning community.

money marketing awards 2021 for financial planning and wealth management

Money Marketing Advice Firm of the Year 2021

Finalist

nma top 100 for financial planning and wealth management

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 for financial planning and wealth management

New Model Adviser Top 100 2018

Personal finance society 2017 winner of chartered financial planner of the year award for financial planning and wealth management

PFS Chartered Financial Planner of the Year 2017

Phillip Rose – Winner

investment life and pensions moneyfacts award 2026 financlist award for financial planning and wealth management

Investment Life & Pensions Moneyfacts Award

Retirement Adviser of the Year – Finalist

The wealth net top 25 financial planning companies award logo for financial planning and wealth management

Top 25 Financial Planning Companies 2013, 2014, 2015

TheWealthNet

wealth & money management awards 2025 for financial planning and wealth management

Wealth & Money Management Awards

Best UK Financial Planners for Trustee Advice – 2014 & 2015

Best for Proactive Financial Planning – 2015

personal finance awards 2016 chartered financial planner of the year award for financial planning and wealth management

PFS Chartered Financial Planner of the Year 2016

Phillip Rose – Finalist

Top 25 financial planning companies 2024 for financial planning and wealth management

Top 25 Financial Planning Companies 2014

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