Our Services

Our Services

Investment and financial services

We have provided financial advice to our clients for over 20 years but in that time, have expanded our services to customers who are not clients our accountancy services.

We are happy to help you through our own financial services company Egan Roberts Financial Services Ltd. We offer independent impartial financial advice advice in areas such as:

• Pensions, including individual and Company schemes
• Life assurance and family protection
• Critical illness cover
• Business protection
• Private medical insurance and care plans
• Investments
• Individual savings accounts(ISAs)

Please call one of our qualified financial advisors, Trevor Young or Keith Roberts for a free initial consultation to devise a suitable financial plan to meet your financial needs.

Egan Roberts Financial Services Ltd is authorised and regulated by The Financial Services Authority