# Rosebridge Rosebridge is a Bank / Wealth / Trust based in Bury, United Kingdom. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Bury, United Kingdom - **Region:** Europe - **Address:** The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ, United Kingdom - **Founded:** 2006 - **Assets under management:** Undisclosed - **Website:** rosebridgeltd.com - **LinkedIn:** https://www.linkedin.com/company/rosebridge ## Regulatory record - **Reports private funds:** No ## About Rosebridge was established in Bury in 2006 and now operates as a multi-office wealth manager stretching across the North of England. Group CEO Phil Rose, who holds an MSc in Financial Services and researched investor behavioral tendencies, leads the firm alongside managing directors Steven Banks and Gareth Griffiths. The firm acts as a trading style for a cluster of appointed representatives — including Pro Sport Wealth Management and Stonebridge Wealth Management — all regulated under Independent Financial Advisor Ltd, an FCA-authorised entity. The firm deploys client assets primarily through fund-of-funds commitments and natural-resource strategies, a dual mandate that sets it apart from the balanced-portfolio approach common among regional IFAs. Rosebridge structures its advice through both discretionary and non-discretionary services, targeting high-net-worth individuals and business owners across the UK. The firm's 34-strong professional roster — which grew further with the January 2024 addition of client-services administrator Alicia Banks and the 2025 arrival of Tracy Matthews — includes 11 Chartered Financial Planners, reflecting a deliberate push toward technical accreditation. The professional team operates from the registered address in Ramsbottom, Bury, and additional offices across the North of England, with a national reach that draws clients from professional sports, business-owner circles, and established regional wealth. The group structure embeds several distinct client-service brands under the Rosebridge umbrella while consolidating risk management — overseen by Group Head of Business Risk Tim Wood — and operations under one FCA authorisation. No AUM figure is publicly disclosed. Rosebridge's architecture diverges from the single-family-office model entirely: it is a regulated multi-brand IFA group built on appointed-representative relationships rather than a proprietary balance sheet. That structure allows individual adviser brands to retain commercial identity while the parent entity enforces compliance and centralises back-office functions. For allocators tracking UK wealth-management consolidation, the model illustrates a regional roll-up driven by regulatory efficiency rather than institutional capital deployment. ## Sectors - Fund of Funds - Natural Resources ## Offices - Offices spread across the North of England ## People - Phil Rose — Group Chief Executive Officer - Steven Banks — Managing Director - Gareth Griffiths — Managing Director ## Questions ### Who runs investment decisions at Rosebridge? Investment governance flows through the group's chartered financial planners under group CEO Phil Rose and managing directors Steven Banks and Gareth Griffiths. The firm does not publish a dedicated CIO; client portfolios are built using the group's fund-of-funds and natural-resource strategy framework, executed by individual advisers operating as appointed representatives of the FCA-regulated parent entity. ### What investment structures does Rosebridge use? Rosebridge deploys client capital primarily into fund-of-funds vehicles and natural-resource strategies. The group does not publicly list direct-venture or direct-private-equity capabilities; its model relies on manager selection through the fund-of-funds route, which is uncommon for a regionally focused UK IFA. ### Is Rosebridge part of a larger financial group? Rosebridge is a trading style shared by several appointed representatives — including IFA (North) LLP, Pro Sport Wealth Management Ltd, and Stonebridge Wealth Management Ltd — which all operate under the FCA authorisation of Independent Financial Advisor Ltd. This multi-brand IFA structure centralises compliance and risk while preserving separate client-facing identities. ### What geographic footprint does Rosebridge cover? The firm is headquartered in Ramsbottom, Bury, with additional offices spread across the North of England. Despite its northern England base, Rosebridge markets a national reach and serves clients throughout the UK, leveraging chartered status to compete beyond its immediate region. ## Related profiles - [Rosberg Ventures](https://altss.com/profile/rosberg-ventures) - [Rose Capital](https://altss.com/profile/rose-capital) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/rosebridge Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology