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.
Your ideal retirement
Our advice centres on your objectives for the future. We will help to determine your target retirement age, as well as establishing what your ideal retirement lifestyle looks like. With this in mind, we can build a financial strategy designed to get you there – and with ongoing reviews, we can ensure you stay on track.
Investments aligned with your goals
You will benefit from our experienced and astute investment committee, comprising a panel of Chartered advisers and investment specialists. Bringing more than 200 years of cumulative experience to the table, they are best placed to implement tailored investment portfolios for a variety of risk requirements.
For the long term
We can support you and your family through every stage of your journey, including planning for the long term. Whether it is advising on a strategy to fund the cost of care or helping you effectively plan your estate, our experts will support you through the decision-making and beyond.
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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