Our team

Working with Rosebridge means working with an award-winning team. Meet the people behind our business.

All Head office Leeds Chester Skipton

Adam Wilkinson FPFS

Chartered Financial Planner

Adam is a Chartered Fellow of the Personal Finance Society

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Amanda Mason

Client Services Administrator

Amanda has over 26 years’ experience within a financial services environment

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Andrew Lee BA (Hons), Dip PFS

Client Relationship Manager

Andrew achieved his Diploma in Financial Planning and is committed to becoming Chartered.

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Andrew Wallace Msc (Hons)

Client Services Administrator

Andrew joined the team in 2019 after completing his Masters in Banking and Finance

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Annette O’Donovan

Client Services Administrator

Annette joined Rosebridge in 2020 and has over 28 years’ experience working within financial services

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Carol Aspinall FCCA

Group Head of Accounts

Carol is a Chartered Fellow and Certified Accountant with over 30 years’ extensive experience in her field

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Chris Swaby BA (Hons), Dip PFS

Client Relationship Manager

Chris has joined Rosebridge having worked for nine years elsewhere within Group IFA

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Christos Chountoulesis MSc, APFS

Client Relationship Manager

With several years’ experience in the Financial Services sector, Christos obtained his Dip PFS in September 2018

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Claire Long

Client Services Administrator

Claire has worked in Financial Services since 2004 in various roles

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Darren Maroney FPFS

Chartered Financial Planner

A Chartered Financial Planner and Fellow of the Personal Finance Society

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David Reece APFS

Client Relationship Manager

David has recently re-joined Rosebridge from a large national adviser practice

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Dawn Cockson

Client Services Manager

Dawn has more than 30 years’ experience working within financial services.

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Donna Milligan Dip PFS

Group Business Risk Assistant

Donna joined the team in 2018 with over 20 years’ experience working in financial services

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Gareth Griffiths BSc (Hons), Dip PFS

Managing Director

Gareth was a professional footballer for 14 years prior to entering financial services

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Grace Parry

Client Services Administrator

Grace joined the Pro Sport team as its first apprentice in October 2017

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Henry Wood

Client Relationship Manager

Currently working hard to achieve his Dip PFS qualification

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Jack Wade Dip PFS

Client Relationship Manager

Jack has almost 10 years’ experience working in financial services

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Jane O’Hara FPFS

Chartered Financial Planner

Jane is a Fellow of the PFS and is STEP affiliated with over 20 years’ experience

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Jane Roberts

Personal Assistant

Jane has worked with Kevan since 2009 and has over 22 years’ experience in financial services

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Jessica McIlveen-Hayman BSc (Hons), Dip PFS

Client Relationship Manager

Jess is Diploma qualified and joined Rosebridge straight from university in 2011

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Joe Beavis BA (Hons)

Trainee Client Relationship Manager

With a First Class Honour’s degree in Financial Management, Joe joined the team in 2020.

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John Holt AFPS

Chartered Financial Planner

John has considerable experience in advising clients on their financial security

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Jonathan Heald APFS

Chartered Financial Planner

Jonathan has more than 20 years’ experience in financial services

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Kathryn Wallwork BA (Hons)

Group Head of Operations

Kathryn has over 15 years’ experience in the financial services industry

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Kevan Pearson Dip PFS

Independent Financial Adviser

Kevan has over 30 years’ financial services experience

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Linzi Gair DipFA

Financial Planner

Linzi is Diploma qualified with 10 years’ experience within financial services

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Michael Wharton Dip PFS

Financial Planner

Michael joined Rosebridge in 2017, now with 24 years’ service in the sector

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Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

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Nicola Pace

Client Services Administrator

Nikki joined Rosebridge in March 2020, bringing with her over 16 years’ experience

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Nicole Macdonald

Client Services Administrator

Nicole recently joined Rosebridge with 13 years experience

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Olivia Griffiths

Marketing Specialist

Olivia joined the team at Rosebridge in 2021.

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Phillip Rose MSc, APFS

Group Chief Executive Officer

Phillip holds a MSc in Financial Services and Business Management researching investors behavioural tendencies

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Richard McIlveen BSc (Hons)

Client Services Administrator

Richard has 8 years’ experience working in the financial services industry

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Richard Taylor BSc (Hons), Dip PFS

Senior Consultant

Richard has over 20 years’ experience of advising clients.

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Simon Langdon APFS

Chartered Financial Planner

Simon thrives on working on complex client circumstances with an analytical approach

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Stacey Batley

Office Manager

Stacey has been with Rosebridge since the Leeds office first opened in August 2012

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Steven Banks APFS CFPᵀᴹ Chartered MCSI

Senior Partner, Chartered Financial Planner

Having worked in professional services for over 20 years, Steven brings an extra dimension to his client work

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Tim Wood

Group Head of Business Risk

Tim has worked within the financial services sector for more than 25 years.

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Tom Kennedy Dip PFS

Financial Planner

Currently studying towards Chartered status, Tom is hungry to learn

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Tracey Linklater

Client Services Administrator

Tracey has fantastic people skills having worked in managerial roles in various sectors

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