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Financial Advisors based in Lancashire

Investment Advice

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It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

What you need to give some thought to is what those objectives are. This is an area in which compromise and self understanding are essential.

Some people want investments which are safe, in the sense that they cannot fall, and which offer high returns. This ideal combination is not available. Beware anyone who claims otherwise.

Sensible investment planning revolves around understanding what your investment aims are.

You may be willing to accept a degree of short-term risk with an investment that is made for later in life, such as those intended to fund your retirement.

But short-term safety should be your priority if you're likely to need the full amount in the near future, for a deposit on a house for example.

We aim to help you develop an investment strategy that is appropriate for your needs, using investments that suit your attitude to risk and tax position.

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