Ian Munro, CEO at CRG, - since
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
Julian Roebuck, MD at Gresham Office Furniture Ltd, - since
The staff are all professional, approachable and respond to queries very quickly.
Paul Davidson, Davidson Site Services Ltd, - since
Richard has advised me for over 15 years and has always dealt with me in a professional but personable way.
John and Cecilia Parker, - since
Over the ten years that we have worked with Richard, he has always provided proactive, relevant and sensible advice.
Linzi – anon 2, Wiltshire - since
Linzi’s friendly, helpful and informative communications supported me through the maze of my pension.
Linzi – anon 1, Cheshire - since
Linzi did a fantastic job reviewing our current situation and making recommendations that will help us prepare for our future.
Jane – anon 2, Cheshire - since
I am very pleased with the advice Jane has given me; I feel she is a good friend.
Jane – anon 1, Merseyside - since
I have been very grateful for the advice Jane has given me and would recommend her to my friends
GOH & LOH, - since
Steven’s help and advice has shepherded our investments through difficult times in an unfussed and efficient manner
Kathy Wallace, - since
I find Steven's personal approach, straight talking, forward thinking and excellent financial expertise and advice invaluable.
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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