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Financial Advisors based in Lancashire

Our Services

Contact Us For Details

Real Expertise

Our team offers a formidable range of expertise and experience gained through working with different businesses and individuals. We have the necessary skills to guide and support any business, regardless of size and to provide advice to help maximise your personal and family finances.

Friendly Personal Service

We understand that every client is different and requires a service that fits around their individual circumstances. We spend time finding out what you need and find a solution that fits. We want to help you achieve your financial goals.

Communication

We will communicate regularly with you.  We are always happy to listen and discuss any aspect of your business or personal financial affairs and offer FREE unlimited telephone calls and emails. Our approach is based around regular review meetings and strategy planning so that you can be sure your money is protected.

Tax Advice

We are the tax experts. Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal loss of capital gains, and every inheritance tax saving means more benefit for your beneficiaries. We can help you optimise your tax position as well as ensuring you meet all the compliance requirements.

Peace of Mind

Knowing that you have the support of a team of experts behind you gives the confidence to concentrate on the things that are important to you.

You are welcome to make full use of the free online services on this site. You will find hundreds of pages of up-to-date information and advice to help you with your business development, personal finances, and tax planning. We update these pages regularly, so come back often.

As you will see, the comprehensive search facility and specialised business links grant you access to thousands of business resources, so why not bookmark this page and use it as your gateway to business on the Web.

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: 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