Andrew Lee BA (Hons), APFS

Chartered Financial Planner

Contact

andrew.lee@rosebridgeltd.com

Andrew's qualifications

CII Level 4 Certificate in Discretionary Investment Management

APFS – Advanced Diploma in Financial Planning

About Andrew

Since joining the team in 2014 as a Trainee Administrator having graduated from the University of Manchester with a degree in Business Studies, Andrew has continued to excel in his career achieving his Diploma in Financial Planning in 2016, followed by the Advanced Diploma and Chartered Status in April 2022. Andrew is our first homegrown adviser, highly conscientious and prides himself on providing a personalised and trustworthy service when building client relationships. Andrew interacts with clients regarding the implementation of their short and long-term financial planning objectives. This includes product/solution research and technical analysis on a wide range of financial solutions.

Outside of work, Andrew enjoys spending time with his family, competing in badminton and tennis and is an avid golfer with a handicap of 6. He has an increasing interest in horticulture and loves walking in the the Lake District and Yorkshire Dales.

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

Our team

Head office Leeds Chester

Carol Aspinall FCCA

Accounts Manager

Carol is a Chartered Fellow and Certified Accountant with over 40 years’ extensive experience in her field

Steven Banks APFS, CFPᵀᴹ, Chartered, MCSI

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

Stacey Batley

Office Manager

Stacey has over 30 years experience in the financial services profession

Joe Beavis BA (Hons), DipPFS

Client Relationship Manager

Meet Joe, our client Relationship Manager who holds his Diploma in Financial Planning and is currently working towards Chartered Status

Kerri Burden

Investment Analyst

Kerri has worked as an investment analyst and investment dealer for 8 years and joined Rosebridge in February 2022

Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

Linzi Gair BSc (Hons), DipFA

Financial Planner

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

Gareth Griffiths BSc (Hons), Dip PFS

Managing Director

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

Jonathan Heald APFS

Chartered Financial Planner

Jonathan has more than 20 years’ experience in financial services

John Holt APFS

Chartered Financial Planner

John has considerable experience in advising clients on their financial security

Suzanne House

Client Services Administrator

After over 20 years experience in the corporate world, Suzanne joined the team in April 2022

Isobel Howard

Marketing Specialist

Isobel joined the team in 2022 as a Marketing Specialist

Tom Kennedy Dip PFS

Financial Planner

An ex professional footballer, Tom transitioned into financial services by passing all exams in 9 months

Simon Langdon APFS

Chartered Financial Planner

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

Andrew Lee BA (Hons), APFS

Chartered Financial Planner

Andrew is the first home grown advisor within the business and has achieved Chartered Status

Claire Long

Client Services Administrator

Claire has worked within the financial services sector for 18 years and joined the Rosebridge team in 2021

Nicole Macdonald

Client Services Administrator

Nicole recently joined Rosebridge with 13 years experience

Amanda Mason

Client Services Administrator

Amanda has over 27 years’ experience within a financial services environment

Jessica McIlveen-Hayman BSc (Hons), Dip PFS

Client Relationship Manager

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

Donna Milligan Dip PFS

Business Risk Assistant

Donna joined the team in 2018 with close to 22 years’ experience working in financial services

Chris Morley BA (Hons)

Trainee Client Relationship Manager

Chris has two years’ experience in the profession and joined the team in 2022

Dawoud Nazir

Client Services Administrator

Dawoud has 4 years experience within financial services and joined in 2022

Annette O’Donovan

Client Services Administrator

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

Jane O’Hara FPFS

Chartered Financial Planner

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

Nicola Pace

Client Services Administrator

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

Tom Parr

Trainee Client Relationship Manager

Tom has two years experience in the profession and joined the team in 2023

Grace Parry Dip PFS

Client Services Administrator

Grace works as part of the Chester office team, she is working towards her diploma to become an adviser

Andy Perrett BA (Hons)

Client Relationship Manager

Having been in the financial services industry since 2016 working as a Client Relationship Manager, Andy joined Rosebridge in 2022

David Reece APFS

Client Relationship Manager

David has 20 years of technical knowledge and experience working within financial services

Phillip Rose MSc, APFS

Group Chief Executive Officer

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

George Round

Client Services Administrator

George joined the Rosebridge team in 2022

Pierce Smith

Client Services Administrator

Pierce joined the team in 2022

Chris Swaby BA (Hons), Dip PFS

Financial Planner

Chris has been a part of Group IFA since 2009 and now a Financial Planner

Richard Taylor BSc (Hons), APFS

Chartered Financial Planner

Richard has over 20 years’ experience of advising clients

Kathryn Wallwork BA (Hons)

Group Head of Operations

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

Michael Wharton Dip PFS

Financial Planner

Michael joined Rosebridge in 2017, now with 25 years’ experience in financial services, 15 years' as an adviser

Henry Wood DipPFS

Client Relationship Manager

Henry has 5 years’ industry experience within various technical, research and compliance-oriented roles

Tim Wood

Group Head of Business Risk

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

Rosebridge® 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

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