×


Home About Contribute Media Kit Contact Sign In
×







.


Finance Industry News

Rosebridge finalist in two prestigious industry awards


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

Rosebridge finalist in two prestigious industry awards


"We are absolutely dedicated to achieving the best possible client experience, building lasting relationships and raising professional standards. "
Group CEO Phil Rose



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”.

 

.


Finance Business News - The inescapable truth of life though is that we must take our final journey at some stage and our families will be left to deal with the aftermath, which will include the financial side of life.


How one organisation is helping their clients to navigate Inheritance Tax

Finance Business News - Social enterprise Salford Credit Union will offer early-stage entrepreneurs from innovation hub HOST, the Home of Skills amp Technology at MediaCityUK, loans and savings services to scale their businesses, ensuring they achieve strong growth.


Salford Credit Union building back better by supporting local entrepreneurs

Finance Business News - Manchester Credit Union has been announced as the only finalist from the Greater Manchester region at the Consumer Credit Awards.


Manchester Credit Union shortlisted for national award

Finance Business News - Leading North-East independent financial advice firm, Lowes Financial Management - celebrating 50 years of servicing clients has appointed a business development specialist as the firm continues to grow.


Lowes appoints specialist to spearhead growth

Finance Business News - The credit union currently has 10,000 members across Wigan, Leigh, Chorley, and Skelmersdale. The expansion aims to support residents in Warrington and South Ribble with loans and savings products that will be easily accessed online, on the phone, and in-branch.


Credit Union expands its ethical financial services in Lancashire and Cheshire

Finance Business News - An Independent Financial Adviser IFA in West Lancashire has appointed the 20th member of its team.


New IFA for West Lancashire firm Acumen Financial Partnership






Ten Times Ten

We transform your bright ideas into brilliant digital products.