Wealth Management

What is Wealth Management?

If you have money you need advice. If this is inside a tax wrapper (ISA, Pension, Bond, VCT or EIS) or outside (direct shareholding, unit trust, cash, premium bond) you need to look at the risk you are taking and ensure that this meets your individual and specific tolerance to downside risk.

What do we offer?

We offer a wealth management service in the Carmarthen and South Wales area for individuals with money who are looking for advice. In each and every situation we ask you complete an online risk tolerance questionnaire, and this will form the foundation for ongoing portfolio management.

The tax situation in every situation is secondary to the underlying investment, and we aim to monitor the ongoing performance of the fund manager against a nominated benchmark to ensure that they are top quartile.

We monitor the portfolios monthly in most cases and establish review meeting at least 6 monthly. This has proved a successful template for our business over the last 18 years. If you’re looking for a wealth management service in the South Wales area, get in touch with us and let us advise you on how to best protect your money.

Take the first step to better financial management

Our 2-step security process ensures your financial information is fully safeguarded; once the fact find is completed our team will aim to be in touch within 24 hours!

Become a client today

Find out how Roberts Boyt can support you today

01267238844 huw@robertsboyt.co.uk

Get in touch

"Very professional and prompt service."

"I attended a pre arranged meeting with Mr Huw Roberts, to discuss my current financial requirements, the meeting went very well, dealing with my needs at this present time, very impressed, all the staff were very friendly and efficient."

"Roberts Boyt always provide a great service with well balanced and informed financial advice. The VCT knowledge provided by Mark is particularly useful in utilising capital to remain tax efficient and create dividend income. I would highly recommend Huw and his team at Roberts Boyt without hesitation."

"I placed my trust in Roberts & Boyt to handle my financial affairs over 10 years ago and have never regretted that decision. Everyone at the firm are brilliant with their informative advice and their friendly welcome to my wife and myself. Our portfolio has grown over the years and this is only due to the excellent management of the outstanding staff of Roberts & Boyt."

"Our meeting with Huw Roberts was extremely professional and helpful as per usual. I would highly recommend Roberts Boyt to anyone that needs financial advice."

"H Roberts was a huge help, informative, knowledgeable and very easy to discuss options with. Follow-up by all staff has been professional and clear. Was recommended to me and I'm very happy to recommend to others."

"Having entrusted Roberts Boyt Ltd with the management/investment of my personal wealth for the last 20 years, I'm now approaching retirement and have been really impressed with the quality of service provided by Mark and Huw in assisting me in making the right choices through strong 'due diligence' to ensure that my future pension income is optimised by applying the correct risk factors that best fit my needs and the necessary security provisions."

Mr R Jermin

"We had a successful meeting where we reviewed and updated our financial profiles. Huw Roberts explained our various options clearly and thoroughly."

Mr T Davies

"Consummate professional advice, with a super helpful and efficient office team. Very trustworthy and very considerate."

Mr S Hodson

"We have had some excellent advice since 2016. We would have no hesitation in recommending them."

Mr D Ainsworth

"A reliable, exceptional service. A great team that have remained constant over several years. Recommended to assist you whatever your situation;- financial planning, dealing with financial impact of life events, wealth management."

Mr H Edwards

"I wanted to also say how pleased we have been with your service and your companies help, but also to say a special thanks to Paula, who has been most helpful and professional throughout."

J & D Jones

"After my initial consultation with Huw, I felt that my requirements were fully understood in fair and accurate manner."

Mr J G Jones

"The staff members at Roberts Boyt are welcoming and friendly at all times."

Mr & Mrs T Evans

"We receive regular valuations and our investments are reviewed at frequent intervals."

Mr & Mrs A Smith

"I am confident that Roberts Boyt have my best interests at heart and my financial affairs have always been particularly well looked after."

Mr T Williams

"Would be happy to recommend Roberts Boyt to any of our friends or family."

Mr & Mrs B Thomas

"Both my wife and I have always been treated in a courteous, polite manner & felt that our financial affairs are important to yourselves. We are grateful for the way we have been dealt with, especially in connection with matters concerning my wife’s health and the financial circumstances which surrounded it."

Mr & Mrs J James

"Thank you for sorting out our investments (once again!) we’ll recommend you to all the family."

Mr & Mrs K Morris

"Always a warm welcome and nothing is too much trouble in sorting my financial affairs out. I don’t know where I’d be without you."

Mr K Bassett

"We didn’t realise that we owed so much Inheritance Tax, but with careful planning we’ve virtually eliminated this completely thanks to the advice at RB."

Mr & Mrs C Davies

"The amount of tax we saved by realigning our portfolios was phenomenal. Thank you Huw and all the team at Roberts Boyt."

Mrs E Owen

"We always get first class from everyone at Roberts Boyt and have done for the last 18 years."

Mr and Mrs H Jones

"The knowledge of pensions is quite outstanding, and the help we were given in making our decisions under these new rules was fantastic. Thank you all at RB."

Mr D K Thomas

TD Company Details