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.