Financial planning is about more than strategy, it’s about people. At Rosebridge, we specialise in creating and preserving wealth so our clients can achieve peace of mind for their financial future. Wealth is not just measured in assets. It’s built on trust, nurtured through relationships, and sustained by the strength of our team.
Our LinkedIn engagement in Quarter 1 revealed something powerful: the stories that resonated most were not just about financial planning, they were about leadership, legacy, and the people who make Rosebridge exceptional.
Meet the Senior Team: Leadership That Inspires
January’s most popular post introduced our Senior Team: award-winning professionals who lead with vision, integrity, and a future-focused mindset.
From Phil Rose, Gareth Griffiths, and Steven Banks’ strategic leadership, to the operational precision of Kathryn Wallwork, the business risk mitigation of Tim Wood, and the financial stewardship of Carol Aspinall, our senior leaders embody the values that define Rosebridge: expertise, accountability, and forward-thinking approach.
This post offered more than titles, it offered transparency. Clients, colleagues and followers saw the depth of experience behind our advice, and the collaborative spirit that drives our success.
We do not just manage wealth, we build enduring relationships, starting with a leadership team committed to excellence.
Andrew Lee: A Homegrown Success Story
February’s standout post celebrated Chartered Financial Planner Andrew Lee, one of Rosebridge’s first homegrown advisers. Since joining in 2014, Andrew has exemplified what it means to grow with purpose.
His reflections on client relationships, continuous learning, and team collaboration resonated deeply with our audience. They reflect the Rosebridge journey: personalised, principled, and always evolving.
Andrew’s team comprises of Alicia, Andy, Chris and Sean, who bring technical insight and a personal touch to every client interaction. Together, they represent the kind of seamless, high-quality service that defines our approach to financial planning.
At Rosebridge, we do not just hire talent, we are passionate about developing our team and enhancing opportunities so they can succeed and thrive in the financial services sector. Andrew’s story is proof that when we invest in people, we elevate the entire client experience.
International Women’s Day: Empowerment in Action
March’s most engaged post celebrated International Women’s Day and the incredible women who help shape Rosebridge’s culture and impact.
From client care to strategic leadership, our female colleagues bring drive, determination, and a commitment to excellence that inspires us all. Their contributions reflect our broader mission: to empower individuals and families with the tools they need for financial peace of mind.
This post was not just a celebration, it was a statement that resonated with our team, clients, and followers. At Rosebridge, we champion equality, opportunity, and a workplace where everyone can thrive.
What Engagement Tells Us
The most engaging stories in Q1 were not about metrics, they were about meaning. People connected with leadership that is visible, advisers who grow with purpose, and a culture that empowers every voice.
These stories reflect the values that define Rosebridge:
- Bespoke advice, built on trust
- A highly qualified, award-winning team
- A future-focused approach to client success
- A commitment to education, inclusion, and impact
Whether you are planning for retirement, managing business assets, or safeguarding family wealth, working with Rosebridge means working with a team that puts your future first.
Get in touch
For tailored advice on financial planning, investment strategy, or succession planning, please contact us today.
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
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.
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