Steven Banks APFS, CFPᵀᴹ, Chartered, MCSI

Senior Partner, Managing Director, Chartered Financial Planner

Contact

steven.banks@rosebridgeltd.com

Steven's qualifications

APFS – Advanced Diploma in Financial Planning

CFP – Certified Financial Planner

Chartered Financial Planner

Solicitor

About Steven

Steven brings an extra dimension to his client relationships having worked in professional services for over 25 years. While he has over 20 years’ financial services experience, he originally qualified and practised as a solicitor providing advice on a broad range of private client matters including estate planning, inheritance tax mitigation and drafting wills and trusts. He retains his legal practising certificate and is one of a small number of advisers to hold both Certified and Chartered Financial Planner status.

Understanding the unique financial requirements of an individual and their family is something Steven prides himself on. With no such thing as an average client, he works with his clients to identify their needs at different life stages and then develops appropriate financial strategies to achieve those targets. Steven specialises in advising high net worth individuals, families, trusts and owner managed businesses.

Away from the office, Steve enjoys spending valuable time with his family, playing golf, tennis and racketball. Steve follows and watches most sports with a particular interest in NFL, NBA, MLB. Steve also enjoys overseas travel.

I find Steven's personal approach, straight talking, forward thinking and excellent financial expertise and advice invaluable.

Kathy Wallace

Steven’s help and advice has shepherded our investments through difficult times in an unfussed and efficient manner

GOH & LOH

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

Steven Banks APFS, CFPᵀᴹ, Chartered, MCSI

Senior Partner, Managing Director, Chartered Financial Planner

Having worked in professional services for over 20 years, Steven brings an extra dimension to his client work.

Ryan Barnes

Trainee Client Relationship Manager

Ryan joined the team in 2022, and is working towards completing his diploma in regulated financial planning

Stacey Batley

Office Manager

Stacey has over 30 years experience in the financial services profession.

Joe Beavis BA (Hons), DipPFS

Client Relationship Manager

Meet Joe, our client Relationship Manager who holds his Diploma in Financial Planning and is currently working towards Chartered Status.

Kerri Burden

Investment Analyst

Kerri has worked as an investment analyst and investment dealer for 8 years and joined Rosebridge in February 2022.

Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

Linzi Gair DipFA

Financial Planner

Linzi is Diploma qualified with 10 years’ experience within financial services

Gareth Griffiths BSc (Hons), Dip PFS

Managing Director

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

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

Isobel Howard

Marketing Specialist

Isobel joined the team in 2022 as a Marketing Specialist.

Tom Kennedy Dip PFS

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

Amanda Mason

Client Services Administrator

Amanda has over 27 years’ experience within a financial services environment

Richard McIlveen BSc (Hons)

Client Services Administrator

Richard has 8 years’ experience working in the financial services industry

Jessica McIlveen-Hayman BSc (Hons), Dip PFS

Client Relationship Manager

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

Donna Milligan Dip PFS

Business Risk Assistant

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

Chris Morley BA (Hons)

Trainee Client Relationship Manager

Chris has two years’ experience in the profession and is currently working towards his diploma.

Annette O’Donovan

Client Services Administrator

Annette joined Rosebridge in 2020 and has over 28 years’ experience working within financial services

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

Grace Parry

Client Services Administrator

Grace works as part of the Chester office team, she is working towards her diploma to become an adviser.

Andy Perrett BA (Hons)

Client Relationship Manager

Andy's role involves supporting the financial planners and interacting with clients.

David Reece APFS

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

George Round

Client Services Administrator

George joined the team in 2022.

Pierce Smith

Client Services Administrator

Pierce joined the team in 2022.

Chris Swaby BA (Hons), Dip PFS

Financial Planner

Chris has been a part of Group IFA since 2009 and now a Financial Planner.

Richard Taylor BSc (Hons), APFS

Chartered Financial Planner

Richard has over 20 years’ experience of advising clients.

Kathryn Wallwork BA (Hons)

Group Head of Operations

Kathryn has over 15 years’ experience in the financial services industry

Michael Wharton Dip PFS

Financial Planner

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

Adam Wilkinson FPFS

Consultant

Adam has spent 30 years advising high net worth clients with various complex requirements.

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.

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