Welcome to Roberts & Co Financial Planning. We provide clear and practical financial advice to personal and commercial clients in Preston and the surrounding areas.

We have existing professional relationships with local solicitors, accountants, estate agents and other professionals. We work closely with these other professionals to ensure that we are tailoring your financial advice to your specific circumstances.

• Whole of market (independent) for the majority of our services.
• Client focused.
• Assess both short-term aims and long term goals in order to find the right financial solution.
• Save clients time and money by assessing the current market.

We specialise in advising on and arranging mortgages, investments, savings, protection and commercial finance and insurance.

Appointments can be made to take place at our offices, your home, or wherever is convenient for you. We have both male and female advisers who each have over 10 years experience in financial services.

From our offices in Penwortham in Lancashire, we currently look after clients located in Preston, Blackpool, Chorley, Leyland, Southport, Lytham St. Annes, Kirkham, Garstang, the Fylde Coast and surrounding areas.

Roberts & Co Financial Planning is Authorised and Regulated by the Financial Services Authority. FSA Register Number 477177. www.fsa.gov.uk/register. The guidance and / or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Registered in the United Kingdom.

Partners: William J Roberts and Emma J Roberts.