Rosebridge 2024: Reflecting on a Year of Growth

As 2024 draws to a close, we are proud to reflect on a remarkable year for Rosebridge – our 18th year of supporting clients on their financial journeys. Whether guiding individuals through important life changes or providing tailored solutions to businesses and charities, this year has been about empowering our clients to build lasting financial security.

We have worked to enhance our services, strengthen our connections with the community and have celebrated the accomplishments of our talented team. Alongside these efforts, we were honoured to receive industry recognition, underscoring our unwavering commitment to excellence.

Join us as we take a look at the highlights of our Rosebridge year – a year filled with growth, accomplishments, and memorable moments.

 

Recognised in the FTAdviser Top 10 and Citywire Top 100 Financial Advice Firms

One of our proudest accomplishments this year is being ranked in the Top 10 of the FTAdviser Top 100 Financial Advice Firms for 2024! This prestigious recognition celebrates the very best in the UK financial advisory sector.

The Financial Times, through its FTAdviser publication, evaluated Rosebridge and our sister company, Pro Sport Wealth, against rigorous criteria, including client retention, the expertise of our Chartered Financial Planners, and our exceptional growth over the past year.

2024 also marked the seventh consecutive year that Rosebridge has been featured in the Citywire New Model Adviser Top 100 list. This accolade highlights the nation’s leading financial planning firms, with Citywire praising our commitment to client service, professional development, diversity, and community involvement – values that define who we are at Rosebridge.

Thank you to our clients for their continued trust and congratulations to our incredible team for their expertise and dedication. These achievements are a testament to all we have accomplished together!

 

 

We celebrated 5 years at our head office in Ramsbottom

On 2nd December 2024, Rosebridge celebrated its 5th anniversary at our head office in Ramsbottom.

Our building, originally known as ‘Top o’th’ Brow,’ dates back to the 1780s and began as a private residence. It was renamed ‘Grant Lodge’ in 1807 when purchased by the Grant family, who had recently settled in Ramsbottom.

In 1828, the building was transformed into ‘The Grant Arms,’ a pub and hotel run by industrialists Daniel and William Grant. These brothers are believed to have inspired the Cheeryble brothers in Charles Dickens’ novel, ‘Nicholas Nickleby.’

The Grant Arms was closed as a pub in 2017, before being purchased by Rosebridge in 2018. We lovingly restored the building, giving it a new lease of life while ensuring it continues to serve as a cornerstone of Ramsbottom’s cultural heritage.

Today, 30 Rosebridge team members operate within its walls, transforming it from a place for pints to a place for financial advice!

 

Our team members achieved essential qualifications

As we reflect on the year, we cannot help but feel incredibly proud of the milestones our team members have achieved in their professional development.

• In May, Joe Beavis successfully completed the final assignments required to earn his Chartered Financial Adviser status, the “gold standard” in financial planning. Joe has been a part of the Rosebridge team since 2020 and has consistently shown outstanding commitment, progressing through various roles on his way to becoming a Chartered Financial Adviser. Learn more about Chartered status and its significance for our firm and clients.

 

• In March, Chris Morley successfully earned his Diploma in Financial Planning. Since joining Rosebridge in 2022, Chris has been an essential part of the team as a Client Relationship Manager, offering crucial support to the advisers and helping to enhance the overall experience for our clients.

 

• In August, Lewis Harrison also earned his Diploma in Financial Planning. Lewis, who joined Rosebridge in 2023 as a Client Relationship Manager, has quickly become a key contributor of our team, offering valuable assistance to advisers and making significant contributions to the success of our client relationships.

Other valued members of our team who also passed exams this year include:

• Tom Parr
• Grace Parry
• James Mannion

These achievements are the product of countless hours of hard work and showcase the strength of our team, a group that excels through collaboration, mutual support, and ongoing growth. Together, we inspire one another to deliver the highest level of service to our clients. Here’s to many more successes ahead!

 

We have continued to support charitable causes

Alongside supporting our clients and enhancing our services, we are dedicated to aiding charities that make a difference locally and beyond. This year, Rosebridge proudly backed various impactful causes.

Ramsbottom United Football Club

Rosebridge is honoured to have been the first team sponsor of Ramsbottom United FC again this year. Our connection to the club runs deep, with two team members having previously played for Ramsbottom United, Tom Kennedy, one of our Financial Advisers, and our CEO, Phil Rose, both also having served as the club’s captain.

This year, along with sponsoring all Ramsbottom Juniors teams and supplying season tickets to all junior members, we provided 32 new football shirts for the talented young players in the Under-6s team.

“Ramsbottom United is all about community and passion, which is why I’m thrilled to support their mission of bringing in the next wave of players and fans. This sponsorship is our way of giving back and making a real impact locally.”– Phil Rose, CEO

NSPCC Fashion show

In April, Rosebridge were thrilled to be one of the main sponsors of the 2024 NSPCC Fashion Show in Manchester. Alongside some of our wonderful female clients, we marked our third year of participation.

It was an afternoon filled with fashion, food, and entertainment at the prestigious Radisson Edwardian Hotel in Manchester. All proceeds raised went towards funding Childline North West, a vital service offering free, 24/7 confidential support to children and young people.

 

 

Ramsbottom’s MacMillian coffee morning

In September, our Ramsbottom office held our annual team MacMillian coffee morning. The event was a fantastic opportunity for our team to come together, enjoy some treats, and raise money for a crucial cause.

Macmillan Cancer Support provides invaluable emotional, practical, and financial assistance to those affected by cancer, ensuring no one faces their journey alone.

Starting Box charity ball

On 23^rd November, Grace Parry and her Starting Box team hosted their first ever charity ball. The event was a night to remember, featuring an auction, raffle, live band, and entertainment.

Starting Box is a charity dedicated to providing practical and comforting items to patients undergoing chemotherapy on the Shooting Star Cancer Ward in Wrexham Maelor Hospital. In total, the ball raised a phenomenal £24,000.

“The ball was amazing, and we all had such a wonderful evening. We cannot thank everyone enough for their support leading up to the event and everyone who attended. Our guests made it a night full of laughter and dancing. We raised £24,000 which is an incredible amount. This means we can increase our content budget to £30 per box and upgrade the products we buy to better the overall quality.” – Grace Parry

Christmas charity activities

This festive season, we proudly supported a range of charity initiatives, striving to make a meaningful difference in our communities. You can read more about the projects we backed this Christmas in our dedicated article.

Giving back remains a cornerstone of our values, and we look forward to continuing our work with charitable organisations in 2025.

 

We built stronger relationships through social events and team-building experiences

At Rosebridge, it hasn’t all been about hard work; we have also enjoyed social events and team-building days that have helped strengthen our connections.

In August, we hosted our annual terrace party for our team at our Ramsbottom office on a lovely summer evening. The night featured a pub quiz and karaoke, with plenty of laughs and friendly competition as everyone joined in the fun.

In October, all three of our offices, Ramsbottom, Chester and Leeds, came together for a fantastic day of teambuilding at Catton Hall, diving into clay pigeon shooting and quad biking and enjoying a delicious BBQ.

For our Christmas party this year, we ventured into Manchester city centre for an afternoon of axe throwing at Whistle Punks, followed by pool, darts, and prosecco pong at Pong & Puck. To wrap up the celebrations, we enjoyed a festive feast at The Old Bank in Ramsbottom.

 

Contact Us

We want to express our sincere gratitude to all our clients for your continued support this year. It is truly rewarding to assist you in managing your wealth and helping you achieve the lifestyle you aspire to. We are excited to continue working with you for many years ahead.

Please note, our office will be closing at 1pm on Tuesday, 24th December, and will reopen on Thursday 2nd January. If you would like guidance on managing your wealth in 2025 and beyond, do not hesitate to reach out.

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

 

Please note

This blog is for general information only and does not constitute advice. The information is aimed at retail clients only.