Rosebridge - Head Office
Rosebridge Head Office is a financial services company based in Bury, England. They specialize in providing expert financial advice and planning to their clients as financial consultants and planners. With a focus on delivering exceptional customer service, Rosebridge Head Office is committed to helping their clients achieve their financial goals.
Introduction to Rosebridge Head Office
Rosebridge Head Office is a financial services company located in Bury, England. Founded in 2005, the company has been providing expert financial planning and consultation services for over 15 years. What sets Rosebridge Head Office apart from other financial consultants is their commitment to personalized service and attention to detail. They work closely with each client to create customized financial plans that meet their unique needs and goals.Services & Products
Rosebridge Head Office offers a range of financial services, including retirement planning, investment advice, and estate planning. Their team of experienced financial planners can help clients navigate complex financial situations and make informed decisions about their money. In addition to their consultation services, they also offer a variety of financial products, such as insurance policies and investment products.Location
Rosebridge Head Office is located in the heart of Ramsbottom, a bustling market town in Bury. The area is known for its historic buildings, charming shops, and vibrant community. In addition to financial services, visitors to Ramsbottom can expect to find a range of businesses, including restaurants, cafes, and artisanal shops. The nearest public transportation options include Ramsbottom train station, which is just a 5-minute walk from the office, as well as several bus stops located within a few blocks of the office.Benefits
Customers should choose Rosebridge Head Office because of the company's commitment to personalized service and attention to detail. Their team of financial planners has years of experience and can help clients navigate complex financial situations with ease. They take the time to understand each client's unique needs and goals, and work closely with them to develop customized financial plans that help them achieve their objectives.Good to Know
Customers should be aware that Rosebridge Head Office is committed to transparency and ethical business practices. They are regulated by the Financial Conduct Authority and adhere to strict standards of professionalism and integrity. Customers can trust that they will receive honest and unbiased advice from the team at Rosebridge Head Office.Reviews
Customers rave about the personalized service and expert financial advice they receive at Rosebridge Head Office. Many clients appreciate the team's attention to detail and willingness to go the extra mile to help them achieve their financial goals. Overall, customers describe Rosebridge Head Office as a trustworthy and reliable financial services provider.FAQ
What types of financial planning services do you offer?
At Rosebridge Financial Services, we offer a wide range of financial planning services including retirement planning, investment management, tax planning, estate planning, and insurance planning.How do you customize financial plans to fit individual clients?
We understand that every client is unique and has different financial goals and challenges. Therefore, we customize our financial plans based on the individual needs and objectives of each client. We conduct a thorough financial analysis and take into account factors such as income, expenses, risk tolerance, and investment preferences to create a personalized financial plan.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and hold various professional designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Accredited Investment Fiduciary (AIF). They also undergo regular training and education to stay up-to-date with the latest developments and trends in the industry.Can you provide references or testimonials from satisfied clients?
Yes, we have a portfolio of satisfied clients who have benefited from our financial planning services. We would be happy to provide references or testimonials upon request.Reviews
-
Nick Oddie
27-09-2022
-
Brian Keenan
Phil Rose and his team are first class, I have received nothing but good advice and sound judgement from them, over a period of more than ten years.
27-06-2022
-
Edward Renshaw
27-05-2022
-
Tim Nield
Phil Rose has been our family financial product provider and advisor for over 30 years It's comforting to know our financial affairs are in good hands. His financial planning advice, as we approach retirement, has been invaluable As a family, we have no hesitation in recommending the services of Phil and all his team at Rosebridge
27-05-2022
