Nicole Macdonald

Client Services Administrator

Contact

01204 589333

nicole.macdonald@rosebridgeltd.com

01204 589333

nicole.macdonald@rosebridgeltd.com

Nicole's qualifications

Certificate in Life and Pensions

About Nicole

Nicole has over 20 years’ experience in financial services, having built an extensive background in financial planning, pensions administration and client support.
Since joining Rosebridge in 2021, Nicole has become a valued member of the team, developing strong relationships with both clients and colleagues. Her experience spans pensions, investments and financial planning, and she takes pride in providing a friendly, professional and personal service, ensuring clients feel supported throughout their financial journey.
Nicole is now progressing her career into paraplanning, building on her extensive industry knowledge and working closely with Financial Advisers to support the delivery of tailored financial planning solutions. Having previously achieved her CII Certificate in Life and Pensions, she is committed to continuing her professional development and furthering her qualifications.
 
Outside of the office, Nicole loves spending quality time with family and friends. She’s a keen cook and enjoys baking, often finding any excuse to try out a new recipe or whip up something sweet.
She’s also a huge fan of Christmas and firmly believes it’s never too early to start getting into the festive spirit, although those around her might occasionally disagree!

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

Female Advice 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

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Alicia Banks

Client Services Administrator

Alicia joined Rosebridge in January 2024 and is keen to develop her skills within an ever-growing industry.

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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

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Stacey Batley

Office Manager

Stacey has over 30 years experience in the financial services profession

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Joe Beavis BA (Hons), APFS

Chartered Financial Planner

Joe joined Rosebridge in 2020, achieved Chartered status in 2024, and is now a Financial Adviser supporting clients and creating financial plans.

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Daniel Bristow BA (Hons), DipPFS

Client Services Administrator

Daniel has built a strong foundation in financial services, combining academic knowledge with practical experience.

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Louise Burke MA (Hons)

Marketing Specialist

Louise joined Rosebridge in 2024 as a Marketing Specialist, focusing on digital marketing, events, PR, and copywriting.

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Scarlet Conway BA (Hons)

Client Relationship Manager

Scarlet has almost five years of Paraplanning experience and is working towards her financial planning qualifications.

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

Financial Planner

Adam is a qualified Financial Planner, bringing close to 15 years of experience in the finance sector.

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Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

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James Donnelly DipPFS

Client Relationship Manager

James brings extensive experience in financial advice and banking to his role as a Client Relationship Manager at Rosebridge.

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Gareth Griffiths BSc (Hons), DipPFS

Managing Director

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

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Lewis Harrison BSc (Hons), DipPFS

Client Relationship Manager

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

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Jonathan Heald APFS

Chartered Financial Planner

Jonathan has more than 20 years’ experience in financial services

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Oliver Hopkinson

Trainee Client Relationship Manager

Oliver is a Trainee Client Relationship Manager with a keen interest in financial planning and a goal to achieve Chartered Adviser status.

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Suzanne House

Client Services Administrator

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

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Tess Kennedy BA (Hons)

Trainee Client Relationship Manager

Tess is developing her expertise in financial planning while working towards her Diploma in Regulated Financial Planning.

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Simon Langdon APFS

Chartered Financial Planner

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

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Andrew Lee BA (Hons), APFS

Chartered Financial Planner

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

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Nicole Macdonald

Client Services Administrator

Nicole brings over 20 years of financial services experience and is progressing her career into Paraplanning.

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Amanda Mason

Client Services Administrator

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

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Tracy Matthews BA (Hons)

Client Services Administrator

Tracy joined Rosebridge in 2025 and is keen to develop her skills in the financial services industry.

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Jessica McIlveen-Hayman BSc (Hons), DipPFS

Financial Planner

Jess is a Financial Planner at Rosebridge, providing clear and practical financial advice.

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McKernan Coulter BTEC HND, DipPFS

Paraplanner

McKernan has worked in Financial Services since 1994 and now helps support clients with reviews and investment research.

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Chris Morley BA (Hons), DipPFS

Client Relationship Manager

Chris joined the business in 2022, holds his CII Diploma in Regulated Financial Planning, and is working towards Chartered status.

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Annette O’Donovan

Client Services Administrator

Annette joined Rosebridge in 2020 and has over 28 years’ experience working within Financial Services

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Sinead O’Rourke BA (Hons)

Client Relationship Manager

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

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Jane O’Hara FPFS

Head of Strategic Growth

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

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Shanay Pereira BA (Hons)

Client Services Administrator

Shanay has a degree in Business and Economics and supports Rosebridge Advisers while working toward her R0 exams.

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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

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David Reece APFS

Senior Client Relationship Manager

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

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Phil Rose MSc, APFS

Group Chief Executive Officer

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

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Scarlett Stafford-Naylor LLB (Hons)

Client Services Administrator

Scarlett supports the team with client administration and meeting preparation.

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Chris Swaby BA (Hons), APFS

Chartered Financial Planner

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

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Richard Taylor BSc (Hons), APFS

Chartered Financial Planner

Richard is a Chartered Financial Planner with over 20 years’ experience, focusing on high-net-worth clients and business owners.

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Nina Turnbull BA (Hons)

Client Services Administrator

Nina is a highly organised and client-focused professional with a passion for delivering exceptional service.

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Kathryn Wallwork BA (Hons)

Group Head of Operations

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

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Michael Wharton DipPFS

Financial Planner

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

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Tim Wood

Group Head of Business Risk

Tim has over 35 years’ experience in financial services and is responsible for Risk Mitigation at Group IFA.

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

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