Business Details
20 Years
experience
Trusted Chartered Financial Advisers in the UK
Independent Financial Advisor is a firm of Chartered Financial Planners dedicated to delivering bespoke, specialist advice to help clients achieve financial peace of mind. With a holistic approach, we focus on creating and preserving wealth through tailored strategies, supported by decades of combined expertise. Our national reach spans the UK, with offices in Ramsbottom, Leeds, and Chester, serving owner-managed businesses, pre- and post-retirement individuals, and charities. Recognised in the Financial Times Top 100 Financial Advice Firms and Citywires New Model Adviser Top 100 list, we combine technical excellence with a client-centric ethos.Our team of Chartered professionals, including experienced financial planners and client relationship managers, ensures robust investment strategies and compliance with regulatory standards. Established in 2006 as GroupIFA, our evolution reflects a commitment to innovation and trust, evidenced by over 1 billion in assets under management. We prioritise transparency, ethical practices, and long-term client relationships, adhering to the highest regulatory standards set by the Financial Conduct Authority.
Services
Financial Planning
Investment Advice
Retirement Planning
Tax Planning
Estate Management
Cashflow Modelling
Risk Mitigation
Wealth Preservation
Charitable Trusts
Business Financial Advice
Details
- Year established: 2006
Highlights and features
- We are Chartered Financial Planners with over 20 years of combined experience.
- Our holistic approach ensures tailored financial strategies for individual client needs.
- Recognised in the Financial Times Top 100 Financial Advice Firms for 2024.
- We manage over 1 billion in assets, reflecting client trust and expertise.
- Our team includes specialists in retirement, tax, and estate planning.
Services
Financial Planning
Our financial planning service creates tailored strategies to help clients achieve long-term financial goals. We assess individual circumstances, risk tolerance, and objectives to design comprehensive plans. With a focus on wealth preservation and growth, we ensure clients are prepared for retirement, tax efficiency, and estate planning.
Investment Advice
We offer expert investment advice to optimise portfolio performance and align with client objectives. Our strategies incorporate diverse asset classes and risk management techniques. Backed by an Investment Committee, we ensure informed decisions that adapt to market changes and client needs.
Retirement Planning
Our retirement planning service ensures clients are financially secure in their post-work years. We evaluate pension provisions, income requirements, and tax implications to build sustainable retirement plans. Regular reviews ensure strategies remain aligned with evolving personal and regulatory landscapes.
Tax Planning
We provide tax planning solutions to minimise liabilities while complying with regulations. Our approach includes utilising tax-efficient investments, trusts, and allowances. By integrating tax strategies into broader financial plans, we enhance overall wealth retention for individuals and businesses.
Estate Management
Estate management services focus on preserving wealth for future generations. We assist with wills, trusts, and probate to ensure smooth asset transfer. Our expertise in estate tax planning helps clients mitigate inheritance tax and protect family legacies.
People
Phil Rose
Group Chief Executive Officer
Phil holds an MSc in Financial Services and Business Management, researching investor behavioural tendencies. With extensive leadership experience, he drives Independent Financial Advisor's strategic vision and commitment to excellence in financial planning.
Steven Banks
Managing Director
Steven brings over 20 years of professional services experience to his role. As a Chartered Financial Planner, he focuses on delivering tailored solutions to high-net-worth clients and businesses, ensuring long-term financial security.
Gareth Griffiths
Managing Director
Gareth transitioned from a 14-year professional football career to financial services. His client-focused approach and expertise in wealth management support individuals and businesses in achieving their financial objectives.
Richard Taylor
Chartered Financial Planner
With over 20 years of experience, Richard specialises in advising high-net-worth clients and business owners. His expertise in complex financial planning ensures bespoke strategies that align with client aspirations and regulatory standards.
Kathryn Wallwork
Group Head of Operations
Kathryn has over 18 years of experience in financial services, overseeing operational excellence at Independent Financial Advisor. Her leadership ensures efficient service delivery and adherence to compliance standards, supporting the firm's growth and client satisfaction.
Questions
What services does Rosebridge offer?
Rosebridge provides financial planning, investment advice, retirement planning, tax and estate planning, and cashflow modelling for individuals and businesses.
Are Rosebridge Chartered Financial Planners?
Yes, Rosebridge is a firm of Chartered Financial Planners, adhering to the highest industry standards and regulatory requirements.
How does Rosebridge approach financial planning?
We take a holistic approach, tailoring strategies to individual client needs while focusing on wealth preservation, growth, and long-term financial security.
Where is Rosebridge based?
Rosebridge has offices in Ramsbottom, Leeds, and Chester, serving clients nationwide across the United Kingdom.
What qualifications do Rosebridge advisers hold?
Our team includes Chartered Financial Planners, Certified Financial Planners, and professionals with industry-recognised qualifications like the Diploma in Regulated Financial Planning.
