Our clients

From individuals to families, businesses to trustees, we help people build for and safeguard their financial future.

Who we work with

We’re committed to building long-lasting partnerships with our clients. Find out more about the people we work with.

Owner-managed businesses We are specialists in partnering with business owners and entrepreneurs, helping you protect and preserve your wealth for generations to come.

Pre and post retirement With one of our Chartered Financial Planners helping to plan your retirement, you can feel confident and optimistic about your financial future.

Charities and Trusts As specialists in wealth creation and trust compliance, we are best placed to support you in your duties as a trustee.

Our partnerships We are adept at working with other with other professionals in the accountancy and legal sectors. Find out more about how we can support your practice.

Hear from our clients

Stephen Greenhalgh – Managing Director – JJO plc Business owner

Mike Ganley Retirement

Julian Roebuck – Managing Director – Gresham Office Furniture Business owner

Kathleen Wallace Business Owner

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Contact us

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

Please click here to visit our LinkedIn page.

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.

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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