L-R Carol Aspinall – Head of Accounts Tim Wood – Head of Business Risk Donna Milligan – Business Risk Assistant Kathryn Wallwork – Head of Operations

Member Article

Rosebridge wealth management specialist celebrates reaching finals in two top industry awards

Leading financial planning and wealth management specialist Rosebridge is celebrating after becoming a finalist in two prestigious national industry awards.

The Ramsbottom-based business, which also has branches in Leeds, Chester and Skipton, has been shortlisted in both the Money Marketing Awards and the Personal Finance Society Awards, both of which recognise the creme de la crème of the financial sector.

Rosebridge is a finalist for the accolade of Advice Firm of the Year in the Money Marketing Awards, which were devised to acknowledge the work of the financial advice profession and the providers which give advisers and their clients the products, services and solutions they need to make sound financial decisions. The results will be announced at a glittering awards ceremony which will take place later in September at The Happenstance, St Paul’s, London and will be attended by many of the industry’s leading business figures.

The business has also made the shortlist in the Personal Finance Society Awards in the category of Chartered Financial Planning Firm of the year. The awards shine the spotlight on firms who deliver exceptional outcomes through the highest standards and the commitment to continuous improvement, inspiring others to follow suit. The winners will be announced at an online event in early November.

In both awards, Rosebridge met tough judging criteria to beat off stiff competition nationwide and make it through to the final shortlists. Applicants were required to demonstrate expertise, business growth and how they have coped with market and regulatory challenges, particularly during the challenges of the pandemic.

Group CEO Phil Rose said: “It’s a huge honour to be shortlisted for not one but two accolades. Both awards really do showcase the best of the best and the competition is tough from some of the UKs leading organisations. I’m exceptionally proud of the team to have made it this far. “ Rosebridge was launched in 2006 and has just entered it’s 15th year of Chartered status. The firm offers professional financial advice to individuals, families, trustees and corporate entities who typically have more challenging and complex requirements when it comes to effectively managing their money. The firm has 41 staff across 4 branches and has thrived during the pandemic, offering business continuity with zero operational hours downtime. In addition, the firm has a strong commitment to charitable and community work and supports various local organisations through pro bono advice and sponsorship. The business was awarded finalist in the 2020 PFS Chartered Firm of the Year Awards and in 2017, Phil Rose was named as the PFS Chartered Financial Planner of the year. Phil Rose continued: “At Rosebridge, the chartered ethos is ingrained in our firm with customer service and inclusivity at the heartbeat. We are absolutely dedicated to achieving the best possible client experience, building lasting relationships and raising professional standards. Both of these nominations are a reflection of our commitment to this ethos”.

This was posted in Bdaily's Members' News section by Alison Mulrooney .

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