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 forms part of Group IFA, a collective of financial planning businesses whose reach transcends the United Kingdom. With no geographical restriction, our clients can be confident that wherever they are and whatever their requirements, their investments will be in the hands of true experts.

Our history

2006
Group IFA is formed.
2007
Our Bolton firm is awarded Chartered status, the first in the north west to achieve this.
2009
ProSport and the Southampton firm are formed, and our Investment Committee is born.
2010
ProSport 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).
2012
Our Leeds firm is awarded Chartered status.
2013
Leicester and London firms join Group IFA.
2015
Group IFA undergoes a full rebrand, and Rosebridge as we know it today is introduced.
2017
Rosebridge Skipton and Rosebridge Chester are formed. Group IFA’s combined turnover exceeds £7m, with over £1bn of assets invested.
2019
Southampton and The Pensions Partnership are sold.
2020
Rosebridge are named as finalists for the Personal Finance Society’s Chartered Financial Planning Firm of the year.
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.