Michael Wharton DipPFS

Financial Planner

Contact

michael.wharton@rosebridgeltd.com

Michael's qualifications

Dip PFS – Diploma in Financial Planning

CFP – Certified Financial Planner

About Michael

Michael joined Rosebridge in 2017, having previously worked for two of the leading independent advice firms in Leeds. With 25 years of experience in the Financial Services sector, he specialises in long-term wealth planning, both before and after retirement, and in managing family wealth across generations. Clients who work with Michael want to have a trusted adviser and financial advocate to communicate where they stand financially and to reclaim time to spend on work and family.

Currently Diploma qualified, Michael is working towards Chartered status.

In his spare time, he enjoys walking, camping, and anything outdoors with his three lively sons. Michael is a regular hiker, runner and gym goer. He’s a Manchester United fan but also enjoys watching grass roots football. Michael is a passionate advocate of mental health charities and causes, regularly volunteering at Goodgym and Andy’s Man Club.

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

Tom Ashworth DipPFS

Client Relationship Manager

Tom joined Rosebridge in July 2024 as a Client Relation Manager, following 7 year's experience as an Accountant.

Carol Aspinall FCCA

Accounts Manager

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

Alicia Banks

Client Services Administrator

Alicia joined Rosebridge in January 2024 as a Client Services Administrator.

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

Managing Director

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), APFS

Chartered Financial Planner

Meet Joe, our Trainee Financial Adviser who holds his Diploma in Financial Planning and has achieved Chartered Status.

Gabrielle Bradley

Client Services Administrator

Gabrielle joined Rosebridge in May 2024 as a Client Services Administrator.

Louise Burke MA (Hons)

Marketing Specialist

Louise joined Rosebridge in 2024 as a Marketing Specialist.

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

Client Relationship Manager

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

Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

Gareth Griffiths BSc (Hons), DipPFS

Managing Director

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

Lewis Harrison BSc (Hons), DipPFS

Trainee Client Relationship Manager

Lewis joined the team in 2023, achieving his Diploma in Financial Planning in August 2024.

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

Tom Kennedy DipPFS

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

Nicole Macdonald

Client Services Administrator

Nicole recently joined Rosebridge with 13 years experience

James Mannion

Client Relationship Manager

James joined Rosebridge in 2024 as Trainee Client Relationship Manager.

Amanda Mason

Client Services Administrator

Amanda has over 27 years’ experience within a Financial Services environment

Jessica McIlveen-Hayman BSc (Hons), DipPFS

Senior Paraplanner

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

Donna Milligan DipPFS

Business Risk Assistant

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

Chris Morley BA (Hons), DipPFS

Client Relationship Manager

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

Dawoud Nazir BA (Hons)

Paraplanner

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

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

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 BSc (Hons), DipPFS

Client Relationship Manager

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

Grace Parry DipPFS

Client Services Administrator

Grace works as part of the Chester office team, Grace has achieved her Diploma Qualified in Financial Planning.

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

Senior 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

Chris Swaby BA (Hons), APFS

Chartered Financial Planner

Chris has been working within the Group since 2009 and is now a Chartered Financial Planner

Richard Taylor BSc (Hons), APFS

Chartered Financial Planner

Richard has over 20 years’ experience of advising clients

Sean Towers

Client Services Administrator

Sean Joined Rosebridge in January 2024 as a Client Services Administrator.

Kathryn Wallwork BA (Hons)

Group Head of Operations

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

Michael Wharton DipPFS

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

Contact us

Or if you prefer to call, please call us on 0800 298 0010.

Please click here to visit our LinkedIn page.

Rosebridge® is a trading style of IFA (North) LLP, Pro Sport® Wealth Management Ltd, Stonebridge Wealth Management Ltd and Independent Financial Advisor Ltd. IFA (North) LLP, Pro Sport® Wealth Management Ltd and Stonebridge 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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