Joe Beavis BA (Hons), DipPFS
Client Relationship Manager
Joe's qualifications
BA (Hons)
Dip PFS – Diploma in Financial Planning
About Joe
After graduating with a First-Class Honour’s degree in Financial Management, Joe worked in accountancy for two years before joining the Rosebridge team in 2020. Joe is delighted to have achieved his Diploma in Regulated Financial Planning and continues to work towards Chartered status.
Outside of work Joe enjoys keeping fit, playing golf and is a keen skier having spent a year living in Whistler. He has recently acquired a Miniature Dachshund puppy called Lando who has been keeping him busy.
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 moreSteven 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
Find out moreStacey Batley
Office Manager
Stacey has over 30 years experience in the financial services profession
Find out moreJoe 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 moreKerri Burden ACSI, IMC
Investment Analyst
Kerri has worked as an investment analyst and investment dealer for 8 years and joined Rosebridge in February 2022
Find out moreNatalie Coward CeMAP
Mortgage Adviser
Natalie is an independent adviser with over 20 years’ experience
Find out moreLinzi Gair BSc (Hons), 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 moreOlivia Hewitt BA (Hons)
Client Services Administrator
Liv joined the team in March 2023.
Find out moreJohn Holt APFS
Chartered Financial Planner
John has considerable experience in advising clients on their financial security
Find out moreSuzanne House
Client Services Administrator
After over 20 years experience in the corporate world, Suzanne joined the team in April 2022
Find out moreIsobel Howard BA (Hons)
Marketing Specialist
Isobel joined the team in 2022 as a Marketing Specialist
Find out moreTom Kennedy Dip PFS
Financial Planner
An ex professional footballer, Tom transitioned into financial services by passing all exams in 9 months
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), APFS
Chartered Financial Planner
Andrew is the first home grown advisor within the business and has achieved Chartered Status
Find out moreTom Lilley BA (Hons)
Investment Administrator
Having been in the financial services industry for five years, Tom joined the team in 2023.
Find out moreNicole Macdonald
Client Services Administrator
Nicole recently joined Rosebridge with 13 years experience
Find out moreAmanda Mason
Client Services Administrator
Amanda has over 27 years’ experience within a financial services environment
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
Business Risk Assistant
Donna joined the team in 2018 with close to 22 years’ experience working in financial services
Find out moreChris Morley BA (Hons)
Trainee Client Relationship Manager
Chris has two years’ experience in the profession and joined the team in 2022
Find out moreDawoud Nazir BA (Hons)
Client Services Administrator
Dawoud has 4 years experience within financial services and joined in 2022
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 moreTom Parr BSc (Hons)
Trainee Client Relationship Manager
Tom has two years experience in the profession and joined the team in 2023
Find out moreGrace 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 moreAndy 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 moreDavid Reece APFS
Client Relationship Manager
David has 20 years of technical knowledge and experience working within 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 moreChris Swaby BA (Hons), Dip PFS
Financial Planner
Chris has been a part of Group IFA since 2009 and now a Financial Planner
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’ experience in financial services, 15 years' as an adviser
Find out moreHenry Wood DipPFS
Client Relationship Manager
Henry has 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