Andrew Lee BA (Hons), APFS

Chartered Financial Planner

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 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

Carol Aspinall FCCA

Accounts Manager

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

Find out more

Steven Banks APFS, CFP™ Chartered FCSI (Financial Planning)

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 more

Stacey Batley

Office Manager

Stacey has over 30 years experience in the financial services profession

Find out more

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

Find out more

Adam Cooper BSc (Hons), DipPFS, Cert CII (SMP)

Client Relationship Manager

Adam’s journey with Rosebridge started in November 2023, having worked in the finance sector for over 10 years.

Find out more

Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

Find out more

Gareth Griffiths BSc (Hons), Dip PFS

Managing Director

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

Find out more

Lewis Harrison BSc (Hons)

Trainee Client Relationship Manager

Lewis joined the team in 2023 and is currently working towards his diploma

Find out more

Jonathan Heald APFS

Chartered Financial Planner

Jonathan has more than 20 years’ experience in financial services

Find out more

John Holt APFS

Chartered Financial Planner

John has considerable experience in advising clients on their financial security

Find out more

Suzanne House

Client Services Administrator

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

Find out more

Tom Kennedy Dip PFS

Financial Planner

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

Find out more

Simon Langdon APFS

Chartered Financial Planner

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

Find out more

Andrew Lee BA (Hons), APFS

Chartered Financial Planner

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

Find out more

Nicole Macdonald

Client Services Administrator

Nicole recently joined Rosebridge with 13 years experience

Find out more

Amanda Mason

Client Services Administrator

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

Find out more

Jessica McIlveen-Hayman BSc (Hons), Dip PFS

Client Relationship Manager

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

Find out more

Donna Milligan Dip PFS

Business Risk Assistant

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

Find out more

Chris Morley BA (Hons)

Client Relationship Manager

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

Find out more

Dawoud Nazir BA (Hons)

Client Services Administrator

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

Find out more

Annette O’Donovan

Client Services Administrator

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

Find out more

Sinead O’Rourke BA (Hons)

Trainee Client Relationship Manager

Sinead has worked in the financial industry since 2014 and joined the team in August 2023

Find out more

Jane O’Hara FPFS

Chartered Financial Planner

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

Find out more

Nicola Pace

Client Services Administrator

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

Find out more

Tom Parr Dip PFS, BSc (Hons)

Trainee Client Relationship Manager

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

Find out more

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

Find out more

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

Find out more

David Reece APFS

Client Relationship Manager

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

Find out more

Phillip Rose MSc, APFS

Group Chief Executive Officer

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

Find out more

George Round

Client Services Administrator

George joined the Rosebridge team in 2022

Find out more

Chris Swaby BA (Hons), APFS

Chartered Financial Planner

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

Find out more

Richard Taylor BSc (Hons), APFS

Chartered Financial Planner

Richard has over 20 years’ experience of advising clients

Find out more

Kathryn Wallwork BA (Hons)

Group Head of Operations

Kathryn has over 18 years’ experience in the financial services industry

Find out more

Michael Wharton Dip PFS

Financial Planner

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

Find out more

Henry Wood DipPFS

Client Relationship Manager

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

Find out more

Tim Wood

Group Head of Business Risk

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

Find out more