Independent Financial Advisor

read moreOur clients, be they individuals, families, trustees or corporate entities typically have more challenging and complex requirements. Our goal is therefore to provide you with a truly personalised service that delivers the best possible outcome for your specific requirements now and in the future. Rosebridge integrates the wealth management aspect of the enlarged Group, focussing our expertise to support our clients in empathy with their needs and goals. We have embraced the Royal charter and made it the core of our professionalism with a commitment to the chartered code of ethics by always placing the client at the heart of every decision.

read moreIFA Wealth Management has provided us with advice on wealth management and managed our investments for the past two and a half years, since the inception of the Leeds Office, but our client relationsh. I have used the services of? Pro Sport for the past 3 years and it was the best decision I made for my family. We now feel extremely comfortable and at ease with our finances and future knowing that i. Steven has looked after our investments, pensions and family trusts for over 10 years (under various corporate banners) and has been ably assisted by Simon in this regard.

read moreAwarded the Money Management Retirement Planner of the Year and Inheritance tax planner of the year, Private Client Practitioner's Top 25 Financial Planning Companies 2013, 2014 and 2015. Best UK Financial Planners for Trustee Advice in the Wealth & Money Management Awards 2014 and 2015. Best UK Financial Planners award for Best for Pro-Active Financial Planning in the UK for 2015. Phil specialises in advising ultra-high net worth retirement and generation planning and works with entrepreneurial business owners in planning their security outside the risk of their business, he will cover all the options and understand the tax implications of owning a business, after all he owns one.

read moreTaking time to understand your financial goals and priorities. Working with you to explain what you can expect at every stage of the planning and investment process. Explaining, in simple terms, how investments work and the choices available to you, before you make any decisions. Regularly reviewing both your circumstances and your investments, to make sure your plans stay on track. This is particularly relevant as you approach retirement and need to plan for 20 years plus. Working closely with your solicitor, accountant and other professional advisers, to ensure a coordinated approach to your financial affairs.