Individual advice - No two people's finances are the same, there are many reasons to consult an IFA and many reasons why you should. We can help you with many different situations, such as:

• reducing your tax burden
• increasing your returns on investment
• planning for your retirement
• securing your family's financial future
• identifying your investments and keeping track of them

At Roberts Boyt & Co. we treat every client individually, we offer a range of financial advice accustomed to you on the basis of your personal situation.

Do you know exactly what your investments are worth, how much are they earning and when can you utilise their worth?

If you would like to confidentially discuss anything that we may be able to help with please do get in touch, all discussions will be tactfully dealt with within stringent IFA guidelines.

You can email, call or drop-in using any of the details below, or you can fill in the enquiry form below and we will get back to you very, very soon.

Professional to Professional Advice - We have many partnerships with Accountants and Solicitors, supplying their clients with sound financial advice to help them with financial matters. Such partnerships do not mean lengthy supply contracts or commission based hand-ons, but a genuine concern to assist their valued clientele. We understand that your customers are your most valuable asset and we aim to make sure that their wellbeing and prosperity will lead them to become loyal and long running patrons.

If you would like to confidentially discuss client concerns that we may be able to help with please do get in touch, all discussions will be strictly and tactfully dealt with within our stringent code of ethics, and IFA guidelines.

You can email, call or drop-in using any of the details below, or you can fill in the enquiry form below and we will get back to you very, very soon.

Frequently Asked questions

Can I reduce my Tax ?
As difficult as it is to speculate about such a hypothetical question, the fact remains that in the vast majority of cases the answer is usually yes! Every individual case is completely different, but our advisors can look through your earnings, investments, savings and outgoings and identify through discussion with yourself what your needs are and how your investments can be best managed to take advantage of incentive based tax-breaks.

What am I worth ?
With so much going on it is no wonder that most people do not actually know what all the payments to pensions, investments and other such nestakes have accrued. Given all your policies and investments we can give you a breakdown of were each one stands in the way of value, how it is performing and how this compares to the competition. If you like it is even possible to profile these into an online portfolio which you can check up on at your will, any time, night or day.

What have I got ?
There have been many changes and shake-ups of Government policy towards Savings and investments over the years that it is understandable that many people do not actually know what their 'pieces of paper' actually relate to. Roberts Boyt & Co would be happy to pursue any such enquiry offering a clear precise summary of financial documentation and a full appraisal of your finances. We would then give you impartial advice as to how these can be tracked, converted or re-invested to make the most of them. Once identified these are also then capable of being profiled into an online portfolio which you can keep an eye on for the future.

Am I covered ?
Insurance, Assurance, Pensions and similar promise the world when the 'salesman calls' however not all schemes are ideally suited to the policy holder. We can give you an impartial view of what you are covered for and how you would benefit within the terms of your policies. We can also impartially advise you how to modify or change these to new or different policies should the 'sales speak' have been too blinding to the actual truth and irrelevant to necessity.

How do I get to my money ?
Dependant upon which type of policy or investment you have it differs greatly, but all types of financial services have set criteria which must be adhered to (even if it is hidden in the small print), we would be happy to review your portfolio and advise you as to how, where and when is the best time to utilise your investments.

Which one is best ?
There are absolutely dozens of different styles of pensions and investments available, many designed specifically for different ways of life. Suppliers of such investments and policies rack their brains to come up with different varieties to match every niche in the market, just to differentiate theirs from the competition. With such a diversity there is no best overall policy, but we can certainly advise which one would be 'best for you'.