There are so many different types of investments and savings plans available that seeking professional advice makes sense. Roberts & Co Financial Planning advise on the right kind of investment to suit your current plans, future aspirations and attitude to risk. We believe that all types of savings and investments should be reviewed on a regular basis. Products we advise on include:
- ISAs (Cash and Equity)
- Capital protected products
- Lump sum investments for income or growth
- Regular savings
- Inheritance tax planning
- Existing investment review
- Fixed rate bonds
As we are independent, a range of remuneration options are available and these will be discussed when you contact us.
Please contact us to discuss your specific financial needs:
- Tel: 01772 746100
- Fax: 01772 745489
- Email: firstname.lastname@example.org
- On-line: Enquiry Form
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 Conduct Authority. FCA Register Number 477177. www.fca.org.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.
In partnership with: