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Financial Advisers Lancashire - Egan Roberts Accountants Ribchester Lancashire
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Financial Advisers Lancashire

Our team offers real expertise in a friendly personal manner. Our aim is to help you achieve your financial goals, and to maximise your business or personal family finances.
Investment Advice

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

Health Insurance

These days, for people of working age, good health is the normal state, and few people consider what would happen if , due to ill health, their career was interrupted or even stopped.

Auto Enrolment

The law on workplace pensions has changed to make it easier for people to save money for their retirement.

Tax Planning

Some people pay too much tax, or miss out on opportunities to reduce their tax.

Pensions Planning

Pensions are financial tools whose purpose is the provision of money in old age.

Life Assurance

The aim of life assurance cover is to provide money for people who financially depend on you.

Corporate Planning

Most small to medium sized firms are unprepared in some areas of financial planning.

Resources

Providing you with relevant easy to understand financial information to develop your business and better manage your personal and business finances.

Added Value

Today’s business environment is fast moving, complex, and highly competitive. Business owners need the support of professionals who provide on-time, effective solutions to help their business move forward. We aim to provide such a service.

Our team offers real expertise in a friendly personal manner. Our aim is to help you achieve your financial goals, and to maximise your business or personal family finances.

Our approach is based around regular review meetings and strategy planning so that you can be sure your money is protected.

Whether you are a business owner seeking help with pensions or tax issues or a private individual looking to maximise your wealth, it is important to find an advisor with the necessary expertise and that you can trust.

Call Trevor or Andy on 01254 583515 to find out how we can help.