Rosebridge Ranked in Top 10 of the FTAdviser Top 100 Financial Advice Firms for 2024

Rosebridge, one of the North’s leading independent Chartered Financial Planning firms, is proud to announce its inclusion in the Top 10 of the prestigious FTAdviser Top 100 Financial Advice Firms list, alongside its sister company Pro Sport Wealth. This recognition highlights Rosebridge’s commitment to delivering exceptional financial advice and services.

The Financial Times evaluated firms based on key factors such as client retention, the expertise of Chartered and Certified Financial Planners, and impressive growth over the past year.

“We are celebrating being recognised in the Top 10  of the FTAdviser Top 100 Financial Advice Firms list. Rosebridge is an established firm of expert Chartered Financial Planners dedicated to providing a bespoke, specialist service. Our holistic approach to financial advice helps us gain a complete understanding of our clients’ needs. Whatever their requirements, we build a robust strategy to support clients with the advice and level of service they need to achieve their goals,” said Phil Rose, CEO.

Year on year, Rosebridge has demonstrated significant growth and dedication to excellence. The FTAdviser Top 100 list, announced on 24 September 2024, showcases the best in the UK financial advisory sector.

“Rosebridge has embraced Consumer Duty challenges and opportunities by investing in our team and innovation. We focus on training, consistent communication, managing client expectations, and leveraging technology to enhance service quality. We are committed to safeguarding client data and adapting to the evolving financial landscape,” explained Steven Banks, Head of Leeds office.

Rosebridge are committed to delivering the highest standard of professional service. With offices spread across the North of England, with national reach, Rosebridge help people achieve more from their financial circumstances, both now and in the future.

“Rosebridge has built a reputation for integrity, professionalism, and innovation. We are proud to be a highly qualified team with an award-winning impact. We pride ourselves on our ability to navigate the complexities of the financial landscape, offering expert advice on investments, retirement planning, estate planning, and more. Our client-centric approach is at the heart of everything we do, and we are committed to providing value for money while building long-lasting relationships with our clients based on trust and transparency.” concluded Gareth Griffiths, Head of Chester office.

 


About Rosebridge:

Rosebridge Ltd Rosebridge and Pro Sport are Chartered Financial Planning businesses –  our reach encompasses the whole of the United Kingdom with offices across the North of England in RamsbottomLeeds, and Chester. We provide expert financial advice to our clients; the majority of whom are based within easy access to the M62 corridor, but with no geographical restriction, clients can be confident wherever they are and whatever their requirements their financial affairs will be in expert hands.

Rosebridge Ltd is honoured to be named one of the FTAdviser Top 10 Financial Advice Firms. This recognition reflects our ongoing commitment to excellence and our dedication to adapting to the evolving needs of our clients. We continue to embrace new technologies and regulatory changes, such as Consumer Duty, to enhance the quality of our services and safeguard client interests.

At Rosebridge Ltd, we believe in empowering our clients to achieve their financial goals and secure their financial future. Our mission is to provide clear, actionable advice that helps our clients make informed decisions and achieve financial peace of mind.

To date, they have invested hundreds of millions of funds – a testament to the trust their clients place on the firm.

For more information about Rosebridge, please visit: https://rosebridgeltd.com

 

About Lisa Baker, Editor 2502 Articles
Lisa Baker is the Editor of Always Finance, and writes about Business, Finance Technology and Healthcare. Lisa is also the owner of Need to See IT Publishing.