Our team
Working with Rosebridge means working with an award-winning team. Meet the people behind our business.
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.
Find out moreAlicia Banks
Client Services Administrator
Alicia joined Rosebridge in January 2024 as a Client Service Administrator and is keen to develop her skills within an ever-growing industry.
Find out moreAmanda Mason
Client Services Administrator
Amanda has over 27 years’ experience within a Financial Services environment
Find out moreAndrew Lee BA (Hons), APFS
Chartered Financial Planner
Andrew is one of the first home grown advisor within the business and has achieved Chartered Status
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 moreAnnette O’Donovan
Client Services Administrator
Annette joined Rosebridge in 2020 and has over 28 years’ experience working within Financial Services
Find out moreCarol Aspinall FCCA
Accounts Manager
Carol is a Chartered Fellow and Certified Accountant with over 40 years’ extensive experience in her field
Find out moreChris Morley BA (Hons), DipPFS
Client Relationship Manager
Chris has three years’ experience in the profession and joined the team in 2022
Find out moreChris Swaby BA (Hons), APFS
Chartered Financial Planner
Chris has been working within the Group since 2009 and is now a Chartered Financial Planner
Find out moreDavid Reece APFS
Senior Client Relationship Manager
David has 20 years of technical knowledge and experience working within financial services
Find out moreDonna Milligan DipPFS
Business Risk Assistant
Donna joined the team in 2018 with close to 22 years’ experience working in financial services
Find out moreGareth Griffiths BSc (Hons), DipPFS
Managing Director
Gareth was a professional footballer for 14 years prior to entering financial services
Find out moreGrace Parry DipPFS
Client Services Administrator
Grace works as part of the Chester office team, and has achieved her Diploma Qualified in Financial Planning.
Find out moreHenry Wood DipPFS
Client Relationship Manager
Henry has 5 years’ industry experience within various technical, research and compliance-oriented roles
Find out moreJake Holland DipPFS
Client Relationship Manager
Jake is an experienced Client Relationship Manager with a strong background in financial advice.
Find out moreJames Mannion DipPFS
Client Relationship Manager
James joined Rosebridge in 2024, achieved his Diploma in Regulated Financial Planning, and supports the team while working towards Chartered status.
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 moreJessica McIlveen-Hayman BSc (Hons), DipPFS
Senior Paraplanner
Jess is Diploma qualified and joined Rosebridge straight from university in 2011
Find out moreJoe Beavis BA (Hons), APFS
Chartered Financial Planner
Joe joined Rosebridge in 2020, achieved Chartered status in 2024, and is now a Trainee Financial Adviser supporting clients and creating financial plans.
Find out moreJohn Holt APFS
Chartered Financial Planner
John has worked in financial services since 1993 and focuses on creating client-centred financial plans while fostering strong relationships with clients.
Find out moreJonathan Heald APFS
Chartered Financial Planner
Jonathan has more than 20 years’ experience in financial services
Find out moreKathryn Wallwork BA (Hons)
Group Head of Operations
Kathryn has over 18 years’ experience in the financial services industry
Find out moreLewis Harrison BSc (Hons), DipPFS
Client Relationship Manager
Lewis joined the team in 2023, achieving his Diploma in Financial Planning in August 2024.
Find out moreLouise Burke MA (Hons)
Marketing Specialist
Louise joined Rosebridge in 2024 as a Marketing Specialist, focusing on digital marketing, events, PR, and copywriting.
Find out moreMichael Wharton DipPFS
Financial Planner
Michael joined Rosebridge in 2017, now with 25 years’ experience in financial services, 15 years' as an adviser
Find out moreNatalie Coward CeMAP
Mortgage Adviser
Natalie is an independent adviser 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 moreNicole Macdonald
Client Services Administrator
Nicole joined Rosebridge with 18 years of industry experience, including at a major pensions provider, and holds a CII Life and Pensions qualification.
Find out moreOliver 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.
Find out morePhil Rose MSc, APFS
Group Chief Executive Officer
Phillip holds a MSc in Financial Services and Business Management researching investors behavioural tendencies
Find out moreRichard 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.
Find out moreSean Towers
Client Services Administrator
Sean has 15 years’ experience in financial services and now focuses on client interactions while working towards his CII Diploma.
Find out moreSimon Langdon APFS
Chartered Financial Planner
Simon thrives on working on complex client circumstances with an analytical approach
Find out moreSinead O’Rourke BA (Hons)
Client Relationship Manager
Sinead has worked in the financial industry since 2014 and joined the team in August 2023
Find out moreStacey Batley
Office Manager
Stacey has over 30 years experience in the financial services profession
Find out moreSteven 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
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 moreTess Kennedy BA (Hons)
Trainee Client Relationship Manager
Tess is developing her expertise in financial planning while working towards her Diploma in Regulated Financial Planning.
Find out moreTim Wood
Group Head of Business Risk
Tim has over 25 years’ experience in financial services and is responsible for Risk Mitigation at Group IFA.
Find out moreTom Ashworth DipPFS
Client Relationship Manager
Tom joined Rosebridge in July 2024 as a Client Relation Manager, following 7 year's experience as an Accountant.
Find out more
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.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
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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