Andrew Lee BA (Hons), Dip PFS
Client Relationship Manager
About Andrew
Andrew joined Pro Sport in 2014 having graduated from The University of Manchester with a degree in Business Studies. He has achieved his Diploma in Financial Planning and is committed to becoming Chartered.
Andrew is very conscientious and prides himself on providing a personalised and trustworthy service in building client relationships. Outside of work, Andrew enjoys spending time with his family, playing tennis and is an avid golfer.
The staff are all professional, approachable and respond to queries very quickly.
Julian Roebuck, MD at Gresham Office Furniture Ltd
Due to their proactive approach I have regular contact from Phil and the team, in addition to direct remote access to my portfolio via a secure web-portal
Ian Munro, CEO at CRG
Carol Aspinall FCCA
Group Head of Accounts
Carol is a Chartered Fellow and Certified Accountant with over 30 years’ extensive experience in her field
Find out moreSteven Banks APFS, CFPᵀᴹ, Chartered, MCSI, BA Hons
Senior Partner, Managing Director, Chartered Financial Planner
Having worked in professional services for over 20 years, Steven brings an extra dimension to his client work
Find out moreRyan Barnes
Trainee Client Relationship Manager
Ryan joined the team in 2022, and is working towards completing his diploma in regulated financial planning
Find out moreStacey Batley
Office Manager
Stacey has been with Rosebridge since the Leeds office first opened in August 2012
Find out moreJoe Beavis BA (Hons), DipPFS
Client Relationship Manager
With a First Class Honour’s degree in Financial Management, Joe joined the team in 2020.
Find out moreKerri Burden
Investment Analyst
Kerri has worked as an investment analyst and investment dealer for 8 years and joined Rosebridge in February 2022.
Find out moreDawn Cockson
Client Services Manager
Dawn has more than 30 years’ experience working within financial services.
Find out moreNatalie Coward CeMAP
Mortgage Adviser
Natalie is an independent adviser with over 20 years’ experience
Find out moreLinzi Dagnall DipFA
Financial Planner
Linzi is Diploma qualified with 10 years’ experience within financial services
Find out moreGareth Griffiths BSc (Hons), Dip PFS
Managing Director
Gareth was a professional footballer for 14 years prior to entering financial services
Find out moreJonathan Heald APFS
Chartered Financial Planner
Jonathan has more than 20 years’ experience in financial services
Find out moreJohn Holt APFS
Chartered Financial Planner
John has considerable experience in advising clients on their financial security
Find out moreTom Kennedy Dip PFS
Financial Planner
Currently studying towards Chartered status, Tom is hungry to learn
Find out moreSimon Langdon APFS
Chartered Financial Planner
Simon thrives on working on complex client circumstances with an analytical approach
Find out moreAndrew Lee BA (Hons), Dip PFS
Client Relationship Manager
Andrew achieved his Diploma in Financial Planning and is committed to becoming Chartered.
Find out moreTracey Linklater
Client Services Administrator
Tracey has fantastic people skills having worked in managerial roles in various sectors
Find out moreClaire Long
Client Services Administrator
Claire has worked in Financial Services since 2004 in various roles
Find out moreNicole Macdonald
Client Services Administrator
Nicole recently joined Rosebridge with 13 years experience
Find out moreDarren Maroney FPFS
Chartered Financial Planner
A Chartered Financial Planner and Fellow of the Personal Finance Society
Find out moreAmanda Mason
Client Services Administrator
Amanda has over 26 years’ experience within a financial services environment
Find out moreRichard McIlveen BSc (Hons)
Client Services Administrator
Richard has 8 years’ experience working in the financial services industry
Find out moreJessica McIlveen-Hayman BSc (Hons), Dip PFS
Client Relationship Manager
Jess is Diploma qualified and joined Rosebridge straight from university in 2011
Find out moreDonna Milligan Dip PFS
Group Business Risk Assistant
Donna joined the team in 2018 with over 20 years’ experience working in financial services
Find out moreAnnette O’Donovan
Client Services Administrator
Annette joined Rosebridge in 2020 and has over 28 years’ experience working within financial services
Find out moreJane O’Hara FPFS
Chartered Financial Planner
Jane is a Fellow of the PFS and is STEP affiliated with over 20 years’ experience
Find out moreNicola Pace
Client Services Administrator
Nikki joined Rosebridge in March 2020, bringing with her over 16 years’ experience
Find out moreGrace Parry
Client Services Administrator
Grace joined the Pro Sport team as its first apprentice in October 2017
Find out moreKevan Pearson Dip PFS
Independent Financial Adviser
Kevan has over 30 years’ financial services experience
Find out moreAndy Perrett
Client Relationship Manager & Paraplanner
Andy has 6 years experience in financial services prior to joining ProSport
Find out moreDavid Reece APFS
Client Relationship Manager
David has recently re-joined Rosebridge from a large national adviser practice
Find out moreJane Roberts
Personal Assistant
Jane has worked with Kevan since 2009 and has over 22 years’ experience in financial services
Find out morePhillip Rose MSc, APFS
Group Chief Executive Officer
Phillip holds a MSc in Financial Services and Business Management researching investors behavioural tendencies
Find out moreIan Rosie
Client Relationship Manager
Ian supports the financial planners in the Skipton office
Find out moreChris Swaby BA (Hons), Dip PFS
Client Relationship Manager
Chris has joined Rosebridge having worked for nine years elsewhere within Group IFA
Find out moreRichard Taylor BSc (Hons), APFS
Chartered Financial Planner
Richard has over 20 years’ experience of advising clients.
Find out moreKathryn Wallwork BA (Hons)
Group Head of Operations
Kathryn has over 15 years’ experience in the financial services industry
Find out moreMichael Wharton Dip PFS
Financial Planner
Michael joined Rosebridge in 2017, now with 25 years’ service in the sector
Find out moreAdam Wilkinson FPFS
Chartered Financial Planner
Adam is a Chartered Fellow of the Personal Finance Society
Find out moreHenry Wood DipPFS
Client Relationship Manager
5 years’ industry experience within various technical, research and compliance-oriented roles.
Find out moreTim Wood
Group Head of Business Risk
Tim has worked within the financial services sector for more than 25 years.
Find out moreRosebridge® is a trading style of IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd, Park Square Wealth Management Ltd and Independent Financial Advisor Ltd. IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd and Park Square Wealth Management Ltd are all appointed representatives of Independent Financial Advisor Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No 05246224. Registered address: The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Conduct Authority does not regulate Wills, Trusts, Tax and Estate Planning and Cashflow Modelling.
If you wish to register a complaint, please contact us:
- in writing to Rosebridge, The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
- by phone on 01204 300010.
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.
Email: info@financial-ombudsman.org.uk Website: www.financial-ombudsman.org.uk