Phillip Rose

Phillip holds an MSc in Financial Services and Business Management. Following a distinction accreditation in behavioural economics, a key focus for Philip is researching investors’ behavioural tendencies.

Phillip won the Chartered Insurance Institute Personal Finance Society (PFS) Financial Planner 2017/18. He was also awarded the Money Management Retirement Planner of the Year and Inheritance Tax Planner runner up in 2017.

After starting his career in the Armed Forces, Phillip moved into financial services. He began his career on an accelerated path to senior management within one of the largest home service insurers in the UK, but the bright lights of independence beckoned. He built a large, provincial independent financial services business that sold to BDO, where he gained promotion to the board of directors. When BDO sold their financial services arm, Phil set up what is now known as Rosebridge and employs more than 40 financial advising specialists covering Manchester, Chester, Skipton, and Leeds.