FINANCIAL planning and wealth management specialist Rosebridge is celebrating after becoming a finalist in two national industry awards.

The Skipton-based business, with branches in Leeds, Chester and Ramsbottom, is a finalist for the accolade of Advice Firm of the Year in the Money Marketing Awards, which were devised to acknowledge the work of the financial advice profession and the providers which give advisers and their clients the products, services and solutions they need to make sound financial decisions. The results will be announced at a glittering awards ceremony which will take place later in September at The Happenstance, London.

The business, launched in 2006, has also made the shortlist in the Personal Finance Society Awards in the category of Chartered Financial Planning Firm of the year. The awards shine the spotlight on firms who deliver exceptional outcomes through the highest standards and the commitment to continuous improvement, inspiring others to follow suit. The winners will be announced at an online event in early November.

Group CEO Phil Rose said: “It’s a huge honour to be shortlisted for not one but two accolades. Both awards really do showcase the best of the best and the competition is tough from some of the UKs leading organisations. I’m exceptionally proud of the team to have made it this far. ”

Rosebridge has just entered it’s 15th year of chartered status. The firm offers professional financial advice to individuals, families, trustees and corporate entities who typically have more challenging and complex requirements when it comes to effectively managing their money. The firm has 41 staff across 4 branches and has thrived during the pandemic, offering business continuity with zero operational hours downtime. In addition, the firm has a strong commitment to charitable and community work and supports various local organisations through pro bono advice and sponsorship. The business was awarded finalist in the 2020 PFS Chartered Firm of the Year Awards and in 2017, Phil Rose was named as the PFS Chartered Financial Planner of the year.