Business Details
Trusted Financial Advisers in Preston
Roberts has been dedicated to delivering clear and practical financial advice to personal and commercial clients in Preston and the surrounding areas. Our team of experienced advisers specialises in mortgages, protection, commercial finance, and insurance, ensuring tailored solutions for every client. We operate as an independent firm, offering 'whole of market' advice without ties to specific lenders, allowing us to secure the most suitable mortgage deals for our clients' financial circumstances. Our services extend beyond initial applications, as we liaise with solicitors and estate agents to ensure smooth transactions. For buy-to-let investors, we provide expert guidance on financing structures and property management, supported by our own experience as property investors.We maintain strong relationships with high-street and specialist lenders, accountants, and insurers to offer comprehensive support. Authorised and regulated by the Financial Conduct Authority, we prioritise transparency, client education, and long-term financial security. Our local expertise in Preston and surrounding areas enables us to address both personal and business financial needs effectively. With a focus on innovation and client-centric service, we aim to simplify complex financial decisions while maintaining compliance with UK regulatory standards. Our commitment to continuous market research ensures clients benefit from competitive rates and up-to-date solutions.
Services
Residential Mortgages
Buy to Let Mortgages
Commercial Finance
Income Protection
Life Assurance
Critical Illness Insurance
Business Insurance
Mortgage Review Service
Property Development Finance
Bridging Finance
Highlights and features
- We offer 'whole of market' mortgage advice with access to all major lenders
- Our advisers are experienced property investors themselves
- We maintain direct relationships with specialist lenders and local accountants
- We provide comprehensive mortgage review services for existing homeowners
- We combine FCA regulation with local market expertise in Preston and surrounding areas
Associations and certifications
- Financial Conduct Authority
Services
Residential Mortgages
We provide comprehensive residential mortgage advice, offering 'whole of market' solutions to help clients find the most suitable mortgage products. Our service includes market analysis, lender comparisons, and ongoing support through the application process. With no ties to specific lenders, we ensure impartial advice tailored to individual financial circumstances.
Buy to Let Mortgages
Our buy-to-let mortgage service combines financing expertise with practical property management knowledge. We help investors structure their portfolios effectively through access to specialist lenders and market insights. As property investors ourselves, we offer practical advice on tax considerations, insurance requirements, and investment opportunities in Preston and surrounding areas.
Commercial Finance
We specialise in commercial finance solutions, connecting businesses with appropriate lenders through our network of high-street banks and specialist providers. Our services include bridging finance, property development funding, and auction finance. We work closely with business relationship managers to ensure tailored financing solutions that meet specific commercial needs.
Income Protection
Our income protection products safeguard clients against financial hardship from unexpected life events. We offer tailored insurance solutions to protect earnings, assets, and personal circumstances. The service includes critical illness cover, accident and sickness protection, and redundancy insurance to ensure financial stability during challenging times.
Business Insurance
We provide comprehensive business insurance solutions, including public liability, professional indemnity, and fleet insurance. Our service connects clients with specialist insurers to create customised protection plans. We help businesses mitigate risks through tailored policies covering property, operations, and specific industry requirements.
Questions
What mortgage services do you offer?
We provide residential mortgages, buy-to-let financing, and commercial property loans with access to all major lenders and specialist providers.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 477177.
Do you offer business financial services?
Yes, we specialise in commercial finance, business insurance, and property development funding solutions tailored to specific industry needs.
What protection products are available?
We offer income protection, life assurance, critical illness cover, and accident/sickness redundancy insurance to safeguard personal finances.
How do you help with existing mortgages?
We provide mortgage review services to help clients find better rates, consolidate debt, or make home improvements with their current mortgage balance.
