Roberts
Financial Services in Preston, Lancashire
Roberts & Co Financial Planning supply clear and practical mortgage advice / financial advice to individual and commercial customers in Preston and the surrounding countryside. We currently have existing professional relationships with local Estate Agents, Solicitors, Accountants and other specialists to supply a high level of solution to all our customers. Appointments can be arranged to take place either at our offices, your home or wherever is most convenient for you. We currently have both female and male advisers available to supply specialist advice on a huge array of services.
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Insurance
read moreIf you're in business then you will need insurance to cover the eventualities which may put you at risk of losing your business. Roberts & Co Financial Planning work with specialist insurers and brokers so that you get the cover which best matches your specific business needs. This list is by no means exhaustive and if there is a specific area of your business you would like to protect we will endeavour to find the best policy to suit your requirements.
Finance
read moreFinding the correct finance solution for your business can be a real headache. Certain banks favour lending to specific sectors of business while others have criteria which make you feel like you are jumping through hoops. Roberts & Co Financial Planning have links to all the standard high street lenders via local business relationship managers - this means that we can do the hard work for you making sure that before we submit a proposition to a potential lender they will already be in a position to review the proposition favourably.
Protection
read moreWe understand that not everything in life goes according to plan but that doesn't mean that you can't make provisions for the unexpected. We offer a wide range of protection products, so whether you are looking to protect your mortgage, income or assets we will find the right insurance product to suit your specific requirements.
Residential
read moreAt Roberts & Co Financial Planning we believe that the most important purchase of your life deserves special care and attention in order to find the right mortgage to suit you. We offer 'whole of market' advice which means that we have no ties with any particular lender. We search the market so that you can apply for the mortgage which best suits your financial circumstances. Our work does not stop at the mortgage application. We will liaise with your solicitors and estate agents to make sure that the whole transaction goes through as smoothly as possible.
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