Rosebridge is a firm of Chartered Financial Planners that provides tailored financial planning and wealth management solutions to high net worth individuals and corporate clients looking to build and safeguard their financial future.
Our expertise, professionalism and commitment to providing high quality advice has also been recognised by being named as one of thewealthnet's Top 25 Financial Planning Companies for the last three consecutive years. This accolade highlights the best and most successful private client focused advisory firms in the country.
Our clients, be they individual, 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.
Whilst we specialise in creating and preserving wealth, our approach is simple and practical. We gain a complete understanding of your needs, provide initial and ongoing advice to meet desired outcomes or rectify problems and charge fees that are transparent and agreed with you in advance.
Group IFA comprises of Rosebridge based in Bolton, Leeds, Skipton and Chester; Pro Sport Wealth Management who provide advice to professionals in all areas of the sporting arena; and Sovereign, based in Southampton, who offer specialist advice on employee benefit schemes and wealth management. We are all independent financial advice practices who together make up the Wealth Management division of Group IFA.
Together we provide tailored financial planning wealth management solutions for high net worth individuals, charities, trusts and businesses, including:
Wealth creation, wealth utilisation and preservation, wealth transfer, cash flow planning, technical pension and estate taxation analysis.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Investment House, Bolton Road, Bradshaw, Bolton, BL2 3EU
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