The Firm was founded by Tony Egan in 1986, when he moved to the site on Philips Road and established the practice with the help of Steven Boswell and a number of staff from his previous practice. The Firm grew rapidly over the next few years when other long term employees, Andrew Jackson and Martin Rimmer joined the practice. In response to clients’ needs the financial services company, Egan Roberts Financial Services Ltd was formed in 1991.

Keith Roberts joined the practice as a partner in November 1992, gradually taking over the running of the Firm. In 2001 Tony, who sadly died in 2013, retired from the Firm completely and Steven Boswell and Andrew Jackson became Associate Directors.

The Firm has always prided itself on providing a complete service to clients, including audit, accounting and taxation, payroll and management accounts and a full range of financial services. The key ethos of our practice at Egan Roberts has always been to provide a first class service in a welcoming atmosphere where clients are comfortable calling for friendly advice and assistance.

Keith Roberts

Principal & Chartered Accountant

Joined Tony Egan as a partner in 1992. Works with clients making business plans & advising on how or when to sell their business.

Steven Boswell

Business start-up & professional and medical practices specialist

Steven is the firm’s longest serving member of staff, having been with the firm since its inception in 1986

Andrew W Jackson

Certified Accountant & Barrister Intermediary

Andrew has been with the firm since 1988 and qualified as a Certified Accountant in 1995.

Helen Roberts

Chartered Accountant

Helen works in preparation of several clients’ monthly management accounts and weekly and monthly payrolls.

Gabrielle Mason-Baxter

Chartered Accountant

Gabrielle joined the firm in 2013 and works predominantly in accounts preparation and audit.

Amanda Tattersall

Certified Accountant

Amanda joined the firm in 2014 and qualified as a Certified Accountant in 2001.

Rosie O’Hara

Chartered Accountant

Rosie joined the firm in 2013 and works in accounts preparation, audit and payroll.

Kelly Hampson

Trainee Accountant

Kelly joined the firm in 2017 and is working towards her AAT qualification.

Michael Jones

Trainee Accountant

Michael joined the firm in 2015 and is currently working towards his ACA qualification.

Ruth Jackson

Payroll Manager

Ruth joined the firm in 2015 and manages our payroll department.

Martin Rimmer

Accountant

Martin has been with the firm since 1987. He concentrates mainly on incomplete records and taxation matters.

Andy Chaplin

Independent Financial Advisor

Andy joined the firm in 2018 and specialises in Inheritance Tax planning and retirement planning.

Nicola Humphrey

Admin Manager for Financial Services

Nicola joined us in 2004 and she is an expert on group personal pensions.