Egan Roberts Financial Services Limited

Independent Financial Adviser  Manor Court, PR3 3XR
FCA authorised
Last authorised 3rd May 2021
Our team offers real expertise in a friendly personal manner to help you achieve your financial goals.
We can advise you on
Commercial mortgages
Group Pension/Stakeholder
Group Protection/Life Insurance
Meet our advisers
MR Andy Chaplin DPFS
Independent Financial Adviser
MR Trevor Young BA, DipPFS, Certs CII MP&ER
About us

We are linked to the Chartered Accountancy practice of Egan Roberts and have been providing financial advice to individual and corporate clients for over 20 years.

Our services

We cover all aspects of financial advice including protecting you, your family or business and but specialise in pension and investment advice. The recent changes in pension rules means you have greater access to your funds but has also made your decisions more complicated and confusing. We can help you to make sure you do not lose some of your retirement savings by making the wrong choice or run out of money in your later years. We can help guide you so you make the most suitable choice.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

Manor Court, Salesbury Hall Road, Ribchester, PR3 3XR

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