Roberts & Co Financial Planning provide clear and practical advice to personal and commercial clients in Preston and the surrounding areas. We have existing professional relationships with local Estate Agents, Solicitors, Accountants and other professionals to provide a high standard of service to all our clients.

Appointments can be arranged to take place either at our offices, your home or wherever is most convenient for you.  We have both male and female advisers available to provide specialist advice on a wide range of services. 

We are 'whole of market' (independent) for the majority of our services.

William Roberts is delighted to be supporting the industry regulator, the Financial Services Authority by delivering their 'Making The Most Of Your Money' seminars. This forms a part of the FSA’s work on Financial Capability aiming to help educate the general public on money matters. www.moneymadeclear.fsa.gov.uk