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 RamsbottomLeeds, 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

Group IFA is formed.
Our Bolton firm is awarded Chartered status, the first in the north west to achieve this.
ProSport and the Southampton firm are formed, and our Investment Committee is born.
ProSport is awarded Chartered status.
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).
Our Leeds firm is awarded Chartered status.
Leicester and London firms join Group IFA.
Group IFA undergoes a full rebrand, and Rosebridge as we know it today is introduced.
Rosebridge Chester is formed. Group IFA’s combined turnover exceeds £7m, with over £1bn of assets invested.
Southampton and The Pensions Partnership are sold.
Rosebridge are named as finalists for the Personal Finance Society’s Chartered Financial Planning Firm of the year.
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.
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.