Group IFA | Group IFA

We all grow in different directions...but we all grow as one

Group IFA draws together the collective knowledge and experience of highly skilled advisers from within four key areas of the financial services industry: private client services, wealth management, specialist pensions and employee benefits. By working in partnership our advisers help individuals, trustees and organisations achieve their financial goals through the provision of tailored comprehensive financial planning solutions.

'Together we are stronger'

Rosebridge^® provides tailored wealth management services to high net worth individuals looking to build their financial future. From investment programmes to cash flow forecasting, Rosebridge^® offers a broad range of personalised wealth management services that match the objectives of their clients.

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Sovereign^® has 30 years experience in setting up and running workplace benefits schemes to a high standard. Additionally it’s Wealth Management business goes from strength to strength as an increasing number of business owners, trustees and also private individuals require advice to plan and structure their financial affairs.

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As a specialist division within Group IFA, ProSport^® advises professional sports people on the management of their wealth. Taking a jargon-free approach the specialist team work with clients to understand the financial future they require and put in place plans that strive toward their end goal.

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Formed in 2011, The Pensions Partnership LLP is an independent provider of trustee and administration services for small self-administered schemes (SSAS) and self-invested personal pensions (SIPP).

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Group IFA aims to provide holistic Chartered Financial Planning by a professional in their field with no geographical restriction. When handling your valuable investments, discretion and confidentiality are always our utmost priority.

Phil Rose, Group CEO and Chartered Financial Planner

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What our clients say

The service provided to me by Pro Sport^® has been unbelievable and has helped me understand, develop and plan my future finances, I’m truly grateful for their help and guidance.

Aaron Wilbraham

Bristol City FC

IFA Wealth Management has provided us with advice on wealth management and managed our investments for the past two and a half years, since the inception of the Leeds Office, but our client relationsh...

Alan & Sue Aldred

Malcolm is an excellent Senior Financial Executive. Malcolm knows pretty much all there is to know about investment management and the market. I have known and worked with Malcolm for many years and h...

Amir Hussain

The level of industry knowledge and service excellence received from Phil and his team leaves me with no hesitation but to endorse this new website and wish IFA every success for the future

Anthony Lyons

Kuits Solicitors

I chose ‘The Pensions Partnership’ for my (mother’s) SIPP because of their understanding approach to each potential investment. They have enabled me to invest in things which others providers we...

Ben Goldschmied

Andrea Investments

Malcolm Lay and his team at Sovereign^® Employee Benefits have administered the Company Pension Scheme and benefits package for 15 years and it has been run smoothly and professionally for...

Catherine Manning

Finance Director
Dann & Co

We have been clients of Steven and Simon for many years. They have always managed our portfolios with integrity, care and diligence. Their service is straightforward and transparent with patient atten...

DC and EC

We are a commercial cleaning company who had reached our staging date and begun the Auto enrolment process. This was a new and very alien situation for us and after admitting defeat searched for assis...

Debi White

Executive Office Manager
Moores Cleaning Services Limited

It is refreshing to deal with TPP on commercial property transactions for SSASs and SIPPs. Instead of imposing standard outcomes on clients they listen to each client and then work closely with both c...

Deborah Finan

Partner
LCF Law Limited

I have used the services of  Pro Sport^® for the past 3 years and it was the best decision I made for my family. We now feel extremely comfortable and at ease with our finances and future...

Don Cowie

Wigan Athletic FC

I have used the services of Sovereign^® Employee Benefits for the past four years and would highly recommend them to oversee company benefits. Quality and effectiveness of communication hav...

Elaine Duddy

HR Business Partner
Associated Press

Steven has looked after our investments, pensions and family trusts for over 10 years (under various corporate banners) and has been ably assisted by Simon in this regard. Steven is always well inform...

GOH and LOH

I have known Gareth Griffiths for a long time as both a trustee and board member of the PFA. I have been very impressed with his integrity and knowledge of pensions and investments and would have no h...

Gordon Taylor OBE

Chief Executive
PFA

I have known Phil Rose for many years and I have always been impressed by the enthusiasm he has for his subject and his industry. There is no doubt that his energy and application are key factors in t...

Ian Macpherson

I have been a client of Phil Rose at Group IFA for over 10 years. Initially Phil and his team managed my personal financial affairs but this soon transcended into supporting the financial needs of my...

Ian Munro

CEO
CRG

We are a sailing club based on the Isle of Wight and found our obligations for the implementation of a suitable Pension Auto enrolment scheme to be a somewhat daunting prospect. Having engaged the ser...

Jamie Nimmo

Sea View Yacht Club

Phil Rose and his team at IFA Ltd are the first port of call in the North West in managing wealth for high net worth individuals and entrepreneurs. With an accountancy and tax advisory background Phil...

Jane Lee

Legal Director
Hill Dickinson LLP

Over the ten years that we have worked with Richard Taylor, he has always provided proactive, relevant and sensible advice on investment, wealth management and pension matters. Now that we are in reti...

John and Cecilia Parker

Group IFA have been advising me both personally and business wise for over 10 years. During that time I have been provided with first class advice and we have undertaken a number of building acquisiti...

Julian Roebuck

Managing Director
Gresham Office Furniture Limited

I have had the the pleasure over the past 10 years of knowing and being guided carefully and professionally through the various vagrancies of the financial world with all its peaks and troughs by...

Kathy Wallace

I have worked with the team at Sovereign^® Employee Benefits since 2006 when they were appointed to administer our existing Defined Contribution Occupational Pension Scheme. Since our assoc...

Lorraine Hall

Operations Director
Access IS

Phil Rose provides my family with technical pension and financial advice. Over the last 12 years he has always been proactive when considering the needs of the family business and has acted as a truly...

Mahmud Kamani

Founder
BooHoo

I would like to thank Pro Sport^® for all their help over the last few years. They have provided me with solutions and options of what can be done with my finances, while also helping me wi...

Mark Hudson

Huddersfield Town FC

I have worked with Joanne Linley and her SIPP/SSAS Team for 8 years and highly recommend them to clients for self-invested pension property investment. Their standards; attention to detail; communicat...

Matt Johnson CeMAP MIFS DipFA

Managing Director

Our firm works very closely with IFA on a number of mutual clients. Phil and his team are very proactive in both the day-to-day pensions and wealth management, and the wider issues that affect the bus...

Michael Dawson

Managing Director
Forbes Dawson

Phil Rose and John Holt fully deserved to be awarded ISO 22222 certification. Through our dealings with Phil, John and their team it is clear that IFA Ltd is committed to providing a high quality serv...

Michelle Hoskin

I have worked with IFA Limited for the past four years and during my association with them they have proved to be astute advisors on all investment matters as related to our family combined investment...

Mr Winston Alladin

British International Helicopter Services Ltd

Working with Adam and the team has been a pleasure over the last few months. The Pensions Partnership clearly have a high degree of technical knowledge of the pensions industry and crucially they are...

Paul Betts

Solingen Private Equity

Richard has advised me for over 15 years and has always dealt with me in a professional but personable way. I have appreciated his guidance and trust and rely on him to advise me on both my business a...

Paul Davidson

Davidson Site Services Ltd

Having been a business owner for 20 years plus I have been very impressed with the depth and detailed knowledge Sovereign^® have provided me and the business. They have also advised myse...

Paul Marden

I have worked with Malcolm and the team at Sovereign^® Employee Benefits for several years now and they are currently appointed to administer our existing Group Personal Pension and our Gro...

Richard Reddyhoff

Managing Director
Dean & Reddyhoff Limited

We have dealt with Richard for a number of years and have always found that he has provided comprehensive, realistic and straight forward advice. His recommendations have been completely aligned with...

Robert and Petia North

Pure North Cider Ltd

I have been a client of Group IFA for over four years. Phil and his team supported me greatly after my previous provider were responsible for a grave admin error which resulted in a lengthy enquiry. W...

Stephen Greenhalgh

JJO plc

I have had the good fortune to have been advised by IFA for many years and by Steven Banks even longer. I have been really pleased by the way they have always started with trying to fully understan...

Tony Campbell

Harrogate

I have used the services of Malcolm and Sovereign^® over the last 20 years in both the business I have managed and as my own personal financial advisor. From a business perspective they hav...

Tony White