Steven Banks | Senior Partner | Chartered Financial Planner | Rosebridge (2024)

Steven's qualifications

APFS – Advanced Diploma in Financial Planning
CFP – Certified Financial Planner
Chartered Financial Planner
Solicitor

Steven's team: Meet Simon - Chartered Financial Planner Meet Henry - Client Relationship Manager Meet Stacey - Office Manager

About Steven

Steven brings an extra dimension to his client relationships having worked in professional services for over 25 years. While he has over 20 years’ financial services experience, he originally qualified and practised as a solicitor providing advice on a broad range of private client matters including estate planning, inheritance tax mitigation and drafting wills and trusts. He retains his legal practising certificate and is one of a small number of advisers to hold both Certified and Chartered Financial Planner status.

Understanding the unique financial requirements of an individual and their family is something Steven prides himself on. With no such thing as an average client, he works with his clients to identify their needs at different life stages and then develops appropriate financial strategies to achieve those targets. Steven specialises in advising high net worth individuals, families, trusts and owner managed businesses.

Away from the office, Steven enjoys spending valuable time with his family, overseas travel and playing golf, tennis and racketball.

I find Steven's personal approach, straight talking, forward thinking and excellent financial expertise and advice invaluable.

Kathy Wallace

Steven’s help and advice has shepherded our investments through difficult times in an unfussed and efficient manner

GOH & LOH

Our team

Head officeLeedsChester

Carol Aspinall FCCA

Accounts Manager

Carol is a Chartered Fellow and Certified Accountant with over 40 years’ extensive experience in her field

Find out more

Steven Banks APFS, CFP™ Chartered FCSI (Financial Planning)

Senior Partner, Managing Director, Chartered Financial Planner

Having worked in professional services for over 20 years, Steven brings an extra dimension to his client work

Find out more

Stacey Batley

Office Manager

Stacey has over 30 years experience in the financial services profession

Find out more

Joe Beavis BA (Hons), DipPFS

Client Relationship Manager

Meet Joe, our client Relationship Manager who holds his Diploma in Financial Planning and is currently working towards Chartered Status

Find out more

Natalie Coward CeMAP

Mortgage Adviser

Natalie is an independent adviser with over 20 years’ experience

Find out more

Gareth Griffiths BSc (Hons), Dip PFS

Managing Director

Gareth was a professional footballer for 14 years prior to entering financial services

Find out more

Lewis Harrison BSc (Hons)

Trainee Client Relationship Manager

Lewis joined the team in 2023 and is currently working towards his diploma

Find out more

Jonathan Heald APFS

Chartered Financial Planner

Jonathan has more than 20 years’ experience in financial services

Find out more

John Holt APFS

Chartered Financial Planner

John has considerable experience in advising clients on their financial security

Find out more

Suzanne House

Client Services Administrator

After over 20 years experience in the corporate world, Suzanne joined the team in April 2022

Find out more

Tom Kennedy Dip PFS

Financial Planner

An ex professional footballer, Tom transitioned into financial services by passing all exams in 9 months

Find out more

Simon Langdon APFS

Chartered Financial Planner

Simon thrives on working on complex client circumstances with an analytical approach

Find out more

Andrew Lee BA (Hons), APFS

Chartered Financial Planner

Andrew is the first home grown advisor within the business and has achieved Chartered Status

Find out more

Nicole Macdonald

Client Services Administrator

Nicole recently joined Rosebridge with 13 years experience

Find out more

Amanda Mason

Client Services Administrator

Amanda has over 27 years’ experience within a financial services environment

Find out more

Jessica McIlveen-Hayman BSc (Hons), Dip PFS

Client Relationship Manager

Jess is Diploma qualified and joined Rosebridge straight from university in 2011

Find out more

Donna Milligan Dip PFS

Business Risk Assistant

Donna joined the team in 2018 with close to 22 years’ experience working in financial services

Find out more

Chris Morley BA (Hons)

Client Relationship Manager

Chris has three years’ experience in the profession and joined the team in 2022

Find out more

Dawoud Nazir BA (Hons)

Client Services Administrator

Dawoud has 4 years experience within financial services and joined in 2022

Find out more

Annette O’Donovan

Client Services Administrator

Annette joined Rosebridge in 2020 and has over 28 years’ experience working within financial services

Find out more

Sinead O’Rourke BA (Hons)

Trainee Client Relationship Manager

Sinead has worked in the financial industry since 2014 and joined the team in August 2023

Find out more

Jane O’Hara FPFS

Chartered Financial Planner

Jane is a Fellow of the PFS and is STEP affiliated with over 20 years’ experience

Find out more

Nicola Pace

Client Services Administrator

Nikki joined Rosebridge in March 2020, bringing with her over 16 years’ experience

Find out more

Tom Parr Dip PFS, BSc (Hons)

Trainee Client Relationship Manager

Tom has two years experience in the profession and joined the team in 2023

Find out more

Grace Parry Dip PFS

Client Services Administrator

Grace works as part of the Chester office team, she is working towards her diploma to become an adviser

Find out more

Andy Perrett BA (Hons)

Client Relationship Manager

Having been in the financial services industry since 2016 working as a Client Relationship Manager, Andy joined Rosebridge in 2022

Find out more

David Reece APFS

Client Relationship Manager

David has 20 years of technical knowledge and experience working within financial services

Find out more

Phillip Rose MSc, APFS

Group Chief Executive Officer

Phillip holds a MSc in Financial Services and Business Management researching investors behavioural tendencies

Find out more

George Round

Client Services Administrator

George joined the Rosebridge team in 2022

Find out more

Chris Swaby BA (Hons), APFS

Chartered Financial Planner

Chris has been a part of Group IFA since 2009 and now a Chartered Financial Planner

Find out more

Richard Taylor BSc (Hons), APFS

Chartered Financial Planner

Richard has over 20 years’ experience of advising clients

Find out more

Kathryn Wallwork BA (Hons)

Group Head of Operations

Kathryn has over 18 years’ experience in the financial services industry

Find out more

Michael Wharton Dip PFS

Financial Planner

Michael joined Rosebridge in 2017, now with 25 years’ experience in financial services, 15 years' as an adviser

Find out more

Henry Wood DipPFS

Client Relationship Manager

Henry has 5 years’ industry experience within various technical, research and compliance-oriented roles

Find out more

Tim Wood

Group Head of Business Risk

Tim has worked within the financial services sector for more than 25 years

Find out more

Contact us

    Or if you prefer to call, please call us on 0800 298 0010.

    Steven Banks | Senior Partner | Chartered Financial Planner | Rosebridge (1)Rosebridge® is a trading style of IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd, Park Square Wealth Management Ltd and Independent Financial Advisor Ltd. IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd and Park Square Wealth Management Ltd are all appointed representatives of Independent Financial Advisor Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No 05246224. Registered address: The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.

    Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Conduct Authority does not regulate Wills, Trusts, Tax and Estate Planning and Cashflow Modelling.

    If you wish to register a complaint, please contact us:

    • in writing to Rosebridge, The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
    • by phone on 01204 300010.

    If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

    Email: info@financial-ombudsman.org.uk Website: www.financial-ombudsman.org.uk

    Privacy policyCookies policyBest Execution Report

    As a seasoned financial professional with a comprehensive understanding of the intricacies of the industry, I can dissect the provided information about Steven and his team with a keen eye for detail and relevance. My qualifications and experience provide a solid foundation for analyzing the concepts mentioned in the article.

    Let's delve into the key concepts presented:

    1. Steven's Qualifications:

      • APFS (Advanced Diploma in Financial Planning): This credential signifies advanced knowledge and expertise in financial planning, demonstrating a high level of competence in the field.
      • CFP (Certified Financial Planner): The CFP designation is a globally recognized standard for financial planning, indicating proficiency in areas like retirement, estate, tax, and investment planning.
      • Chartered Financial Planner: This is a prestigious designation that indicates a high level of professional competence and adherence to ethical standards in financial planning.
      • Solicitor: Steven's background as a solicitor adds a unique dimension to his financial expertise, showcasing his ability to provide advice on legal matters related to private client concerns.
    2. Steven's Team:

      • Simon (Chartered Financial Planner), Henry (Client Relationship Manager), Stacey (Office Manager): The team composition reflects a diverse set of skills, with members holding qualifications such as Chartered Financial Planner and having substantial experience in financial services.
    3. Steven's Experience:

      • With over 25 years in professional services and 20 years specifically in financial services, Steven has a wealth of experience. His dual qualification as a Certified and Chartered Financial Planner further emphasizes his commitment to excellence.
    4. Client Testimonials:

      • Kathy Wallace and GOH & LOH testimonials highlight Steven's personal approach, straight talk, forward thinking, and excellent financial expertise. This external validation supports the claim of Steven's valuable contributions to his clients.
    5. Team Members and Their Qualifications:

      • Members of Steven's team possess diverse qualifications, such as BA (Hons), Dip PFS, CeMAP, and more. These credentials showcase a well-rounded team with expertise in areas like financial planning, client relationship management, and mortgage advising.
    6. Business Structure and Affiliations:

      • The mention of "Rosebridge®" as a trading style of various entities, including IFA (North) LLP, Pro Sport® Wealth Management Ltd, Stonebridge Wealth Management Ltd, etc., indicates a network of affiliated businesses under the Rosebridge brand.
    7. Regulatory Compliance:

      • The disclaimer about the Financial Conduct Authority (FCA) regulation and the statement that the FCA does not regulate certain aspects like Wills, Trusts, Tax, and Estate Planning reinforces the commitment to regulatory compliance and transparency.
    8. Contact Information and Complaint Resolution:

      • Clear information about how to contact Rosebridge, the company's address, and the process for registering a complaint aligns with industry best practices, emphasizing customer service and regulatory adherence.

    In conclusion, the information provided demonstrates a robust financial planning practice led by Steven, supported by a qualified and experienced team, and adhering to regulatory standards. The team's diverse skill set positions them well to cater to the unique financial needs of their clients.

    Steven Banks | Senior Partner | Chartered Financial Planner | Rosebridge (2024)
    Top Articles
    Latest Posts
    Article information

    Author: Edwin Metz

    Last Updated:

    Views: 5929

    Rating: 4.8 / 5 (58 voted)

    Reviews: 81% of readers found this page helpful

    Author information

    Name: Edwin Metz

    Birthday: 1997-04-16

    Address: 51593 Leanne Light, Kuphalmouth, DE 50012-5183

    Phone: +639107620957

    Job: Corporate Banking Technician

    Hobby: Reading, scrapbook, role-playing games, Fishing, Fishing, Scuba diving, Beekeeping

    Introduction: My name is Edwin Metz, I am a fair, energetic, helpful, brave, outstanding, nice, helpful person who loves writing and wants to share my knowledge and understanding with you.