Independent Financial Advisor Limited

Independent Financial Adviser  Investment House, Bolton, Greater manchester, BL2 3EU
First meeting at adviser's own cost
Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Next home / Remortgaging
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 12th October 2020
Meet our advisers
John Holt APFS, Chartered Financial Planner
Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

Accreditations
Chartered Financial Planner
Phillip Rose APFS, Chartered Financial Planner
Managing Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner ISO 22222- Personal Financial Planning
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.

Where to find us
Head office address: Investment House, Bolton Road, Bradshaw, Bolton, Lancs, BL2 3EU
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 12th October 2020

Similar advisers near you

Independent Financial Adviser 2 mi
Come and find out what great advice and customer service feels like. Initial consultation at my own cost.
 
Independent Financial Adviser 2.01 mi
We provide our clients with sound, unbiased advice, excellent service and a trusted relationship, always acting in their best interest.
 
Restricted - whole of market 2.05 mi
I specialise in open and honest advice. Ensuring your needs are the most important detail.
 
Restricted - whole of market 2.06 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice and Protection.