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Welcome to Roberts Financial Consultancy Ltd

Roberts Financial Consultancy Ltd can provide you with expert advice on all kinds of financial products and services, including mortgages, investments, pensions and inheritance tax planning.

When you're ready to choose a mortgage you can rest assured that we'll advise on mortgages representative of the whole market.  Our highly experienced financial consultants have access to a major mortgage sourcing system.  We can source the right mortgage for you and submit your application in minutes.  Your mortgage will be one of the largest investments you will ever make and we will provide you with professional, no nonsense advice that best suits your circumstances.  Your financial consultant will advise you on how to protect your home against repossession and everything you need to do to protect yourself and your family from financial difficulties should you be diagnosed with a critical illness or in the event of a death.

Reap the rewards the world of investments has to offer.  Our investment service will provide you with a diversified asset approach in line with your Attitude to Risk, investing in Developed Market Equities, such as UK, US, Europe and Asia Pacific as well as Emerging Market equities.  We can incorporate UK and Global Bonds, as well as Alternative Strategies for the right investors.  We believe this multi-asset approach gives you the best opportunity for the highest level of return.

People are living longer and healthier lives, so it's even more important to think about how and when to save for retirement.  The truth is a pension is one of the most tax efficient and effective ways to save for your retirement.  Our advisers will provide all of the advice you need to make the financial decisions in preparation for your retirement.

Expert advice on inheritance tax planning could save your family hundreds of thousands of pounds.  Our team of expert financial consultants could provide you with comprehensive advice on simple and sophisticated strategies to protect your assets from the taxman.

Roberts Financial Consultancy Ltd recognise the importance of developing a long term, face-to-face, professional relationship with you.  We hope to be a part of your financial journey for years to come.