Rosebridge 2025: A Year of Achievement and Impact

As 2025 draws to a close, we look back with gratitude on our nineteenth year of helping clients achieve their financial goals. It has been a privilege to work alongside a diverse range of clients, including individuals planning for the future, business owners navigating complex decisions, and charity trustees driving meaningful change.

Throughout the year, we have celebrated the achievements of our talented team, contributed to charitable initiatives across our communities, and received meaningful industry recognition. Each milestone has shaped a year that reflects both the progress of our people and the continued confidence clients place in us.

Join us as we look back on the moments that made 2025 a standout year for Rosebridge.

 

Citywire Celebrated Rosebridge in Rankings and Awards

Rosebridge was once again named among Citywire’s Top 100 Financial Planning Firms in the UK, marking our eighth consecutive year on the list. We are incredibly grateful to our clients for their trust and proud of our team, whose skill and collaborative approach continue to set a high standard.

Citywire also shortlisted Rosebridge for the New Model Adviser Regional Advice Awards, recognising the progress we have made in strengthening our processes and enhancing the way we work.

Over the past year, we improved our systems, refined our use of AI tools, and continued to invest in professional development through apprenticeships, structured mentorship, and clear career pathways. These improvements reflect our ongoing commitment to evolving as a business and delivering the best possible experience for clients.

 

Gareth Griffiths Recognised in Spear’s for Excellence in Wealth Management

We were delighted to celebrate Gareth Griffiths, Managing Director of our Chester office, who was included in the Spear’s 500 High-Net-Worth Wealth Managers list for 2025. The recognition highlights his strong track record of supporting clients with complex financial arrangements and his thoughtful, tailored approach to planning.

The Spear’s 500 is widely regarded as a trusted benchmark within the private wealth community, showcasing professionals with exceptional technical insight and client care. Gareth’s inclusion also underscores the strength of experience within our wider team and the high-quality planning delivered throughout the year.

 

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Making a Difference Together

Alongside the milestones achieved this year, Rosebridge were pleased to support several meaningful charitable initiatives.

Our Partnership with Ramsbottom United FC

Rosebridge was proud to continue its long-standing support of Ramsbottom United FC throughout the year, once again serving as the club’s first team sponsor. The relationship remains a personal one, with our CEO, Phil Rose, having previously captained Ramsbottom United.

This year, our focus centred even more strongly on supporting the next generation of players and the continued growth of the women’s game. Rosebridge sponsored all Ramsbottom United junior teams, provided season tickets to junior members, and supported the women’s team alongside the rest of the club.

“Grassroots football plays a huge role in bringing people together, and Ramsbottom United does that exceptionally well. Supporting the junior and women’s teams is about helping the club build a strong, inclusive future and ensuring opportunities remain open to players at every stage.” – Phil Rose, CEO

 

Starting Box: Supporting Patients Through Treatment

Starting Box, co-founded by Rosebridge team member Grace Parry, continued to expand its support for patients undergoing chemotherapy at the Shooting Star Unit, Wrexham Maelor Hospital. The charity prepares care boxes filled with practical and comforting items to offer reassurance at the start of treatment. Grace reflected:

“Since our charity ball last year, we have packed over 1,200 boxes for patients beginning their treatment. In June, we reached our 1,000th box, a huge milestone. In April, we also completed a 25km walk in memory of Bill Fowler, raising £5,000. With ongoing donations from local businesses and amazing community backing, the momentum has not slowed down.”

Patient feedback has been deeply touching, with one describing a box as “thoughtful, uplifting and beautifully presented.” We are proud of Grace and the Starting Box team for their care and dedication.

 

Raising Vital Funds for East Lancashire Hospice

Sean Towers took on three charity runs this year to raise funds for East Lancashire Hospice. He completed the Manchester Marathon despite an injury, followed by the Blackburn to Blackpool Tower run and the Loch Ness Marathon. His efforts raised funds to support the hospice’s wide range of services, from home visits to bereavement guidance, and contributed directly to the care of local patients.

 

Walk 100K Challenge for Sands

Amanda Mason walked an impressive 118 km for the Walk 100K Challenge, raising funds for Sands, a charity supporting families affected by baby loss. Her efforts contributed to vital research and awareness campaigns, providing crucial support to families across the UK.

 

Annual Macmillan Coffee Morning

The Ramsbottom office enjoyed plenty of delicious treats at this year’s Macmillan Coffee Morning. The event brought the team together to raise funds for Macmillan Cancer Support, helping them continue their work assisting people living with cancer and their families.

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Cycling for Bury Hospice

Andrew Lee and Sean Towers took part in a 100-second cycling challenge, organised by Munro Greenhalgh Insurance Brokers, to raise funds for Bury Hospice. Sean covered an impressive 1.8km, taking first place, with the fundraising supporting the hospice’s programmes for patients with life-limiting illnesses.

 

Christmas Charity Activities

This festive season, our team supported a variety of charitable initiatives, helping to make a positive impact where it’s needed most. You can read more about the projects we backed this Christmas in our dedicated article.

Giving back continues to be a core part of what we do, and we look forward to supporting charitable organisations throughout 2026.

 

Team Activities and Celebrations

This year, we enjoyed a variety of team events that mixed fun, creativity, and a bit of friendly competition.

For our team-building day, we swapped desks for aprons at The Big Manchester Bake, crafting jiggly jellyfish cakes in a Great British Bake Off-style challenge. We then tested our artistic side in a “no drama llamas” sip and paint session.

Our Christmas celebrations saw the team go head-to-head at go karting before taking aim at Point Blank for some augmented shooting challenges. It was a fun and energetic way to end the year together.

 

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Contact us

We sincerely thank our clients for your trust and partnership throughout 2025. It has been a privilege to support you in managing your wealth and planning for the future, and we look forward to continuing this work together in the year ahead.

Please note that our offices will close at 1pm on Wednesday, 24th December, and will reopen on Monday, 5th January. If you would like advice on financial planning for 2026 or guidance on managing your wealth, please do not hesitate to get in touch.

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