Independent Financial Advisor Limited

Independent Financial Adviser Investment House, Bolton Road, Bradshaw, Bolton, Lancs, BL2 3EU
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts.
We can advise you on
    • Buy to let
    • Remortgage
    • Residential
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
Phillip Rose APFS, Chartered Financial Planner
Managing Director
Accreditations
Chartered Financial Planner ISO 22222- Personal Financial Planning
John Holt APFS, Chartered Financial Planner
Independent Financial Adviser
Accreditations
Chartered Financial Planner ISO 22222- Personal Financial Planning
Where to find us

Investment House, Bolton Road, Bradshaw, Bolton, Lancs, BL2 3EU

Contact us
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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Rosebridge and Group IFA are trading styles of Independent Financial Advisor Limited and its appointed representatives: IFA (North) LLP (Rosebridge), Rosebridge (Skipton) Ltd, IFA (South) Ltd (Sovereign) and Pro Sport Wealth Management Ltd. Independent Financial Advisor Ltd is authorised and regulated by the Financial Conduct Authority. Financial Conduct Authority Number 447461. Registered in England & Wales. Registration Number 05246224.Registered office: Investment House, Bolton Road, Bradshaw, Bolton, Lancashire, BL2 3EU.

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