Our story

We specialise in creating and preserving wealth, so our clients can have peace of mind for their financial future.

Specialist bespoke advice

We are a firm of Chartered Financial Planners dedicated to providing a bespoke, specialist service. We take a holistic approach to financial advice; gaining a complete understanding of our clients’ needs and building a robust strategy to help them achieve their goals. To date, we have invested hundreds of millions of funds – a testament to the trust our clients place in us.

A national reach

Rosebridge and Pro Sport are Chartered Financial Planning businesses – our reach encompasses the whole of the United Kingdom with offices across the North of England in Ramsbottom, Leeds, and Chester. We provide expert financial advice to our clients; the majority of whom are based within easy access to the M62 corridor, but with no geographical restriction, clients can be confident wherever they are and whatever their requirements their financial affairs will be in expert hands.

Our history

2024

Rosebridge is recognised within the Top 10 of the Financial Times Top 100 Financial Advice firms for 2024, highlighting our commitment to delivering exceptional financial advice and services.

2023

For the 7th consecutive year, Rosebridge are on Citywire’s New Model Adviser Top 100 list, which celebrates the best of the professional financial planning community.

2021

Rosebridge celebrates being a finalist in two prestigious national industry award categories: Advice Firm of the Year in the Money Marketing Awards, and Chartered Financial Planning Firm of the Year at the Personal Finance Society Awards for the second year in a row.

2020

Rosebridge are named as finalists for the Personal Finance Society’s Chartered Financial Planning Firm of the year.

2019

Southampton and The Pensions Partnership are sold.

2017

Rosebridge Chester is formed. Group IFA’s combined turnover exceeds £7m, with over £1bn of assets invested.

2015

Group IFA undergoes a full rebrand, and Rosebridge as we know it today is introduced.

2013

Leicester and London firms join Group IFA.

2012

Our Leeds firm is awarded Chartered status.

2011

Our Leeds firm and The Pension Partnership are formed. Sovereign Employee Benefits is purchased in Southampton, and ProSport enters into a coveted partnership with the Professional Football Association (PFA).

2010

Our sister company, ProSport, is awarded Chartered status.

2009

ProSport and the Southampton firm are formed, and our Investment Committee is born.

2007

Our Bolton firm is awarded Chartered status, the first in the North West to achieve this.

2006

GroupIFA is formed.

Contact us

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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.

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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