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
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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
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Stacey Batley
Office Manager
Stacey has over 30 years experience in the financial services profession
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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
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Natalie Coward CeMAP
Mortgage Adviser
Natalie is an independent adviser with over 20 years’ experience
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Gareth Griffiths BSc (Hons), Dip PFS
Managing Director
Gareth was a professional footballer for 14 years prior to entering financial services
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Lewis Harrison BSc (Hons)
Trainee Client Relationship Manager
Lewis joined the team in 2023 and is currently working towards his diploma
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Jonathan Heald APFS
Chartered Financial Planner
Jonathan has more than 20 years’ experience in financial services
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John Holt APFS
Chartered Financial Planner
John has considerable experience in advising clients on their financial security
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Suzanne House
Client Services Administrator
After over 20 years experience in the corporate world, Suzanne joined the team in April 2022
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Tom Kennedy Dip PFS
Financial Planner
An ex professional footballer, Tom transitioned into financial services by passing all exams in 9 months
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Simon Langdon APFS
Chartered Financial Planner
Simon thrives on working on complex client circ*mstances with an analytical approach
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Andrew Lee BA (Hons), APFS
Chartered Financial Planner
Andrew is the first home grown advisor within the business and has achieved Chartered Status
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Nicole Macdonald
Client Services Administrator
Nicole recently joined Rosebridge with 13 years experience
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Amanda Mason
Client Services Administrator
Amanda has over 27 years’ experience within a financial services environment
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Jessica McIlveen-Hayman BSc (Hons), Dip PFS
Client Relationship Manager
Jess is Diploma qualified and joined Rosebridge straight from university in 2011
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Donna Milligan Dip PFS
Business Risk Assistant
Donna joined the team in 2018 with close to 22 years’ experience working in financial services
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Chris Morley BA (Hons)
Client Relationship Manager
Chris has three years’ experience in the profession and joined the team in 2022
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Dawoud Nazir BA (Hons)
Client Services Administrator
Dawoud has 4 years experience within financial services and joined in 2022
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Annette O’Donovan
Client Services Administrator
Annette joined Rosebridge in 2020 and has over 28 years’ experience working within financial services
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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
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Jane O’Hara FPFS
Chartered Financial Planner
Jane is a Fellow of the PFS and is STEP affiliated with over 20 years’ experience
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Nicola Pace
Client Services Administrator
Nikki joined Rosebridge in March 2020, bringing with her over 16 years’ experience
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Tom Parr Dip PFS, BSc (Hons)
Trainee Client Relationship Manager
Tom has two years experience in the profession and joined the team in 2023
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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
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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
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David Reece APFS
Client Relationship Manager
David has 20 years of technical knowledge and experience working within financial services
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Phillip Rose MSc, APFS
Group Chief Executive Officer
Phillip holds a MSc in Financial Services and Business Management researching investors behavioural tendencies
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George Round
Client Services Administrator
George joined the Rosebridge team in 2022
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Chris Swaby BA (Hons), APFS
Chartered Financial Planner
Chris has been a part of Group IFA since 2009 and now a Chartered Financial Planner
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Richard Taylor BSc (Hons), APFS
Chartered Financial Planner
Richard has over 20 years’ experience of advising clients
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Kathryn Wallwork BA (Hons)
Group Head of Operations
Kathryn has over 18 years’ experience in the financial services industry
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Michael Wharton Dip PFS
Financial Planner
Michael joined Rosebridge in 2017, now with 25 years’ experience in financial services, 15 years' as an adviser
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Henry Wood DipPFS
Client Relationship Manager
Henry has 5 years’ industry experience within various technical, research and compliance-oriented roles
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Tim Wood
Group Head of Business Risk
Tim has worked within the financial services sector for more than 25 years
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Contact us
Or if you prefer to call, please call us on 0800 298 0010.
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
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ProductionAs 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:
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
