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VerifiedFinancial Services· Founded 2006

Rosebridge

Rosebridge provides tailored financial planning and wealth management solutions to high-net-worth individuals and corporate clients looking to build and safeguard their future. Our clients, be they individuals, families, trustees or corporate entities, typically have more challenging and complex requirements. Our goal is to provide a truly personalised service that delivers the best possible outcome for a client's 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 a client's needs, provide initial and ongoing advice to meet desired outcomes and charge fees which are transparent and agreed in advance. We hold the prestigious Corporate Chartered Financial Planner status which recognises our expertise, professionalism and commitment to providing our clients with the best possible advice. Rosebridge is a part of Group IFA which draws together the collective knowledge and experience of highly skilled advisers from within four key areas of the financial services industry: private client services; wealth management; specialist pensions; and employee benefits. By working in partnership, our advisers help individuals, trustees and organisations achieve their financial goals through the provision of tailored comprehensive financial planning solutions.

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Employees47(11 to 50)Founded year2006Websiterosebridge.co.ukLinkedIn profileLinkedIn

Verified contacts

25

available on Kipplo

LinkedIn employees

47

11 to 50 range

Open roles

no listings

Distinct roles

15

indexed titles

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Monthly traffic

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Top roles at Rosebridge

15 distinct titles indexed · top 10 shown.

  • 4chartered financial planner
  • 4client relationship manager
  • 2client services administrator
  • 2trainee client relationship manager
  • 1account manager
  • 1administrative assistant
  • 1chartered financial planner and fellow of the personal finance society
  • 1client services administrator at rosebridge
  • 1company owner
  • 1consultant
  • +5more titles

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