Phillip Rose MSc, APFS
Group Chief Executive Officer
Phillip's qualifications
MSc
APFS – Advanced Diploma in Financial Planning
About Phillip
Phillip holds a MSc in Financial Services and Business Management researching investors behavioural tendencies, obtaining a distinction accreditation in behavioural economics. He was awarded the Chartered Insurance Institute Personal Finance Society (PFS) Financial Planner of the Year 2017/18. He was also awarded the Money Management Retirement Planner of the Year and Inheritance Tax Planner runner up in 2017.
After starting his career in the Armed Forces, Phil moved into financial services. 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 and employs over 40 financial advising specialists covering Manchester, Chester and Leeds.