Rosebridge is proud to be one of the official sponsors of the Chester Arts Fair.
As part of Group IFA we are a firm of Chartered Financial Planners based on Nicholas Street in Chester City Centre since September 2017. We also have branches in Leeds, Bolton and Skipton.
The independent financial advice practices stemming from Group IFA work together as a strong and powerful collective with accolades from a number of associations – the highest being each advisory firm being awarded Corporate Chartered status. The specialist services offered by Rosebridge®, Sovereign®, ProSport® and The Pensions Partnership are provided by highly qualified and experienced people who are specialists in their field and both highly regarded and sought after within the financial world.
Group IFA aims to understand the financial life goals of each and every client, ensuring that our solution is tailored and bespoke. On-going reviews are sustained in order to maximise the opportunities that are available in the marketplace. By identifying and addressing these changes, together we help clients achieve the financial future that they desire
Our expertise, professionalism and commitment to providing high quality advice has been recognised as being named as one of The Wealthnet’s Top 25 Financial Planning Companies for the last three consecutive years. An accolade that highlights the best and most successful private client focused independent advisory firms in the country.
Our group CEO Phil Rose was named Personal Finance Society Financial Planner of the Year in 2017.
Our approach is simple and practical. We gain a complete understanding of our client needs, providing initial and ongoing advice to meet desired outcomes and charge fees which are transparent and agreed in advance.
Gareth Griffiths is the Managing Director based in the Chester office. He specialises in helping sportsmen and women secure their financial future. With a firm understanding of the highs and lows of a professional sporting career, Gareth is able to identify with his clients and advise them on how to maximise their earning potential.
Jane O’Hara is a Chartered Financial Planner and has Fellowship of the Personal Finance Society. This membership level is awarded if you complete the PFS Fellowship programme, the highest qualification awarded by the Chartered Institute of Insurance. This designation highlights technical knowledge and commitment to professional development. She is also affiliated to the Society of Trust and Estate Practitioners. Jane is also based in the Chester office who has developed specialisms, including managing and preserving client’s wealth, whilst protecting family and loved ones. Jane is also an expert in inheritance and estate planning, ensuring her client’s estates are distributed in accordance with their wishes.
Jane’s clients include high net worth individuals, partners of Accountancy and Solicitor firms, trustees, business owners and entrepreneurs. successful pate client focused independent advisory firms in the country.