Phil Rose MSc, APFS

Group Chief Executive Officer

Contact

01204 300010

phillip.rose@groupifa.co.uk

Phil's qualifications

MSc
APFS – Advanced Diploma in Financial Planning
Phil's team: Meet Jonathan - Chartered Financial Planner Meet David - Senior Client Relationship Manager Meet Lewis - Client Relationship Manager Meet Amanda - Client Services Administrator Meet Annette - Client Services Administrator Meet Natalie - Mortgage Adviser Meet James - Client Relationship Manager

About Phil

Phil holds an MSc in Financial Services and Business Management as well as a distinction accreditation in Behavioural Economics. A key research focus for Phil is understanding investor risk bias.

After starting his career in the Armed Forces, Phil transitioned to a career in Financial Services, which has spanned over 30 years. He was recruited on an accelerated path to senior management within one of the largest home service insurers in the UK, but the bright lights of independence beckoned. He built a large provincial, independent Financial Services business which was subsequently sold to BDO, where he was promoted to the board of directors. When BDO sold their financial services arm, Phil set up what is now known as Rosebridge. He employs over 40 financial advising specialists covering Manchester, Chester and Leeds.

In recognition of his expertise, Phil was named the Personal Finance Society (PFS) Chartered Financial Planner of the Year for 2017/18. Additionally, he was a finalist for the Money Management Retirement Adviser of the Year and the Inheritance Tax Planner of the Year in 2017.

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

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 as a Client Service Administrator 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 Trainee Financial Adviser supporting clients and creating financial plans.

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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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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.

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Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

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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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Jake Holland DipPFS

Client Relationship Manager

Jake is an experienced Client Relationship Manager with a strong background in financial advice.

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John 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.

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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 joined Rosebridge with 18 years of industry experience, including at a major pensions provider, and holds a CII Life and Pensions qualification.

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James 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.

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Amanda Mason

Client Services Administrator

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

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Jessica McIlveen-Hayman BSc (Hons), DipPFS

Senior Paraplanner

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

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Donna Milligan DipPFS

Business Risk Assistant

Donna joined the team in 2018 with over 25 years’ experience working in financial services

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Chris Morley BA (Hons), DipPFS

Client Relationship Manager

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

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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

Chartered Financial Planner

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

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Nicola Pace

Client Services Administrator

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

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Grace Parry DipPFS

Client Services Administrator

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

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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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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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Sean Towers

Client Services Administrator

Sean has 15 years’ experience in financial services and now focuses on client interactions while working towards his CII Diploma.

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Nina Turnbull BA (Hons)

Client Relationship Manager

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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Henry Wood DipPFS

Client Relationship Manager

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

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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 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.

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