Steven Banks APFS CFPᵀᴹ Chartered MCSI

Senior Partner, Chartered Financial Planner

Contact

0113 243 7100

steven.banks@rosebridgeltd.com

Steven's qualifications

APFS – Advanced Diploma in Financial Planning
CFP – Certified Financial Planner
Steven's team: Meet Simon - Chartered Financial Planner Meet Henry - Client Relationship Manager Meet Stacey - Office Manager

About Steven

Having worked in professional services for over 20 years, Steven brings an extra dimension to his client work. While he has over 15 years’ financial services experience, he also practised as a solicitor for six years working on a broad range of private client matters. He retains his legal practising certificate and is now one of only a few advisers to hold both Certified and Chartered Financial Planner status.

Understanding the unique financial requirements of an individual and their family is something that 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 reach those targets.

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 Skipton

Carol Aspinall FCCA

Group Head of Accounts

Carol is a Chartered Fellow and Certified Accountant with over 30 years’ extensive experience in her field

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Steven Banks APFS CFPᵀᴹ Chartered MCSI

Senior Partner, Chartered Financial Planner

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 been with Rosebridge since the Leeds office first opened in August 2012

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Joe Beavis BA (Hons)

Trainee Client Relationship Manager

With a First Class Honour’s degree in Financial Management, Joe joined the team in 2020.

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Christos Chountoulesis MSc, APFS

Client Relationship Manager

With several years’ experience in the Financial Services sector, Christos obtained his Dip PFS in September 2018

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Dawn Cockson

Client Services Manager

Dawn has more than 30 years’ experience working within financial services.

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Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

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Linzi Dagnall DipFA

Financial Planner

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

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Olivia Griffiths

Marketing Specialist

Olivia joined the team at Rosebridge in 2021.

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Gareth Griffiths BSc (Hons), Dip PFS

Managing Director

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

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Jonathan Heald APFS

Chartered Financial Planner

Jonathan has more than 20 years’ experience in financial services

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John Holt AFPS

Chartered Financial Planner

John has considerable experience in advising clients on their financial security

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Tom Kennedy Dip PFS

Financial Planner

Currently studying towards Chartered status, Tom is hungry to learn

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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), Dip PFS

Client Relationship Manager

Andrew achieved his Diploma in Financial Planning and is committed to becoming Chartered.

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Tracey Linklater

Client Services Administrator

Tracey has fantastic people skills having worked in managerial roles in various sectors

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Claire Long

Client Services Administrator

Claire has worked in Financial Services since 2004 in various roles

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Nicole Macdonald

Client Services Administrator

Nicole recently joined Rosebridge with 13 years experience

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Darren Maroney FPFS

Chartered Financial Planner

A Chartered Financial Planner and Fellow of the Personal Finance Society

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Amanda Mason

Client Services Administrator

Amanda has over 26 years’ experience within a financial services environment

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Richard McIlveen BSc (Hons)

Client Services Administrator

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

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Jessica McIlveen-Hayman BSc (Hons), Dip PFS

Client Relationship Manager

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

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Donna Milligan Dip PFS

Group Business Risk Assistant

Donna joined the team in 2018 with over 20 years’ experience working in financial services

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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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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

Client Services Administrator

Grace joined the Pro Sport team as its first apprentice in October 2017

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Kevan Pearson Dip PFS

Independent Financial Adviser

Kevan has over 30 years’ financial services experience

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David Reece APFS

Client Relationship Manager

David has recently re-joined Rosebridge from a large national adviser practice

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Jane Roberts

Personal Assistant

Jane has worked with Kevan since 2009 and has over 22 years’ experience in financial services

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Phillip 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), Dip PFS

Client Relationship Manager

Chris has joined Rosebridge having worked for nine years elsewhere within Group IFA

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Richard Taylor BSc (Hons), Dip PFS

Senior Consultant

Richard has over 20 years’ experience of advising clients.

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Jack Wade Dip PFS

Client Relationship Manager

Jack has almost 10 years’ experience working in financial services

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Andrew Wallace Msc (Hons)

Client Services Administrator

Andrew joined the team in 2019 after completing his Masters in Banking and Finance

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Kathryn Wallwork BA (Hons)

Group Head of Operations

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

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Michael Wharton Dip PFS

Financial Planner

Michael joined Rosebridge in 2017, now with 24 years’ service in the sector

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Adam Wilkinson FPFS

Chartered Financial Planner

Adam is a Chartered Fellow of the Personal Finance Society

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Henry Wood

Client Relationship Manager

Currently working hard to achieve his Dip PFS qualification

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Tim Wood

Group Head of Business Risk

Tim has worked within the financial services sector for more than 25 years.

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Contact us

    Or if you prefer to call, please call us on 0800 298 0010.

    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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