Independent Financial Advisor Limited

Independent Financial Adviser  Investment House, Bolton, BL2 3EU
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FCA authorised
Last authorised 8th August 2022
Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Phillip Rose APFS, Chartered Financial Planner
Managing Director
MR John Holt APFS, Chartered Financial Planner
Independent Financial Adviser
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£251,000
Advice methods
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    Face to face
Compliance

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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