Phillip Rose MSc, APFS

Group CEO at Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

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Bio

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Experience

  • Rosebridge
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Group CEO
      • Feb 2006 - Present

  • Pro Sport Wealth
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder
      • Jan 2009 - Present

      Wealth management to professional sports people. Wealth management to professional sports people.

  • Rosebridge
    • Bolton, Chester, leeds, Skipton and Southampton
    • CEO Group IFA
      • Apr 2006 - Present

  • The Pensions Partnership Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Sold business
      • Mar 2011 - Nov 2019

      Specialist self administration pension business Specialist self administration pension business

  • Sovereign Employee Benefits
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Sold business
      • Mar 2011 - Oct 2019

      Providing employee benefit solutions to large mid cap companies from final salary benefits to small group pension schemes. Providing employee benefit solutions to large mid cap companies from final salary benefits to small group pension schemes.

  • IFA South
    • Sold business
      • Oct 2009 - Oct 2019

  • BDO UK LLP
    • United Kingdom
    • Accounting
    • 700 & Above Employee
    • Board Director
      • 2003 - 2005

      Board director of investment management Board director of investment management

  • Numerica AIM listed accountants
    • Managing Board director
      • Jan 2001 - Jan 2004

Education

  • The Manchester Metropolitan University
    MSc, Financial Services and Business Management
    2017 - 2018
  • The Manchester Metropolitan University
    MSc Accreditation, Behavioural Economics
    2016 - 2017

Community

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