About Rosebridge

Multi award winning national group of independent Chartered Financial Planners offering personalised advice services.We provide tailored financial planning and cashflow planning to individuals, businesses, charities and trusts.
Rosebridge is a firm of Chartered Financial Planners, which is recognised by the Chartered Insurance Institute for our professionalism and continued determination to deliver the highest possible standards of client service. We provide tailored financial planning and wealth management solutions to high net worth individuals and corporate clients looking to build and safeguard their financial future. ROSEBRIDGE A FINALIST FOR TWO PRESTIGIOUS FINANCE AWARDSWe are delighted to announce that Independent Financial Advisor (trading style Rosebridge) have recently been named as a top three finalist in the highly prestigious Chartered Financial Planning Firm of the Year 2021/2022 by our professional body, The Personal Finance Society (PFS) for the second year running.Rosebridge is also a finalist for yet another prestigious industry award– the Money Marketing Awards Advice Firm of the Year.If you’d like to see for yourself how our collective group of specialists work together to provide high quality and highly regarded financial advice, or you would like to know more about Rosebridge, please visit our website
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Expatriate finances:
  • EEA
  • Rest of world

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • Mortgages:
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage

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