Financial services

Egan Roberts have provided financial advice to our clients for over 25 years and in that time, have expanded our services to people who are not clients of our accountancy services.

Egan Roberts Financial Services Ltd offer independent impartial financial 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
  • Investment
  • Individual savings accounts (ISAs)

Please contact our qualified financial advisor, Trevor Young for a free initial consultation to devise a suitable financial plan to meet your financial needs or visit www.eganfs.co.uk.

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