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Financial Advisors based in Lancashire

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Added Value

Our team offers real expertise in a friendly personal manner. Our aim is to help you achieve your financial goals, and to maximise your business or personal family finances.

Our approach is based around regular review meetings and strategy planning so that you can be sure your money is protected.

Whether you are a business owner seeking help with pensions or tax issues or a private individual looking to maximise your wealth, it is important to find an advisor with the necessary expertise and that you can trust.

This is where we fit in

Auto Enrolment

The law on workplace pensions has changed to make it easier for people to save money for their retirement. Automatic enrolment means every employer must automatically enrol eligible staff into a qualifying pension scheme.

In order to comply with the new pension reforms, employers will have to:

  • Provide a qualifying pension scheme
  • Automatically enrol eligible employees
  • Make employer contributions
  • Tell staff about auto enrolment
  • Register with the Pensions Regulator

Call Trevor  on 01254 583515 to find out how we can help.

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Get In Touch

Full contact details

Egan Roberts Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 147606

Egan Roberts Financial Services Limited Registered Address: Suite 46 Manor Court Salesbury Hall Road Ribchester PR3 3XR. Registered in England & Wales, No. 02547645.

Neither Egan Roberts Financial Services Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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Egan Roberts Financial Services Limited © 2019