Financial Advisors based in Lancashire
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.
Egan Roberts Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 147606 http://www.fca.org.uk/register.
Egan Roberts Financial Services Limited Registered Address: 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.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.