Our Services

Investment and financial services

We believe that because we deal with your accounts we are well placed to offer impartial advice in areas such as:

• Pension schemes
  
• Life assurance
  
• Critical illness cover
  
• Private medical insurance and care plans
  
• Individual savings accounts(ISAs)
  
• Investments

Through our own financial services company Egan Roberts Financial Services Ltd, we offer suitable independant financial advice.

Please call any of our three qualified financial advisors, Keith Roberts, Andrew Jackson or Trevor Young for a free initial consultation to devise a suitable financial plan to meet your financial needs. You may also speak to either Nicola Smith our trainee financial advisor or her assistant Liz Brignall