Welcome to Roberts Boyt, an Independent Financial Advisers based in Carmarthen, South Wales. Established in 1997, Roberts Boyt is now one of the leading IFA firms in West Wales looking after a multitude of cross sectional clients and their assets. We offer services such as financial advisory, income protection and wealth management, among many more, to businesses or individuals in the South Wales area. Click to read more.
The recent changes to State Pensions will affect us all, and none more so than those reaching state pension age before 6th April 2016 – you have key decisions to make and limited options from 5th October 2015.
A major tax which can be avoided in most cases through preparation, is constantly overlooked. By establishing Trusts and making suitable gifts the IHT of 40% above the individual nil rate band can be avoided.
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 …
Meet our team here at Roberts Boyt Limited, Independent Financial Advisers.
Joined the Financial Services Industry in 1984 and became an IFA in Bristol in 1987 qualifying at CII Advanced Level in 1992. Established Roberts Boyt in January 1997, before moving to its current premises in November 1997. Has subsequently grown and developed the business at Harrison Court, and is looking to expand further with recent appointments. Constantly improving and evolving with new and updated qualifications and legislation changes, is the company’s Director of Financial Planning and Compliance Officer. A CII Gold Registered pension transfer specialist, facilitating secured pension benefits in excess of £30,000. Directly authorised and regulated as a Registered Individual with the FCA. A Fellow of the Personal Finance Society (PFS) Chartered Financial Planner and Member of Chartered Institute of Securities and Investments (CISI). You can contact Huw on 01267 238844 or email@example.com.
Joined the company in 2015 having retired as a career banker with over 33 years experience with RBS, Coutts, and more recently Barclays. Qualified in financial planning and retail banking, and as a former managing partner for the South and South Wales region, he had responsibility for the regulatory and risk management of the business, managing a team of 50 with £1.5bn in assets under management. Working closely with Company Directors and Entrepreneurs and the development of their wealth aspirations, Paul brings a wealth of knowledge to the business and is now the Director of New Business for Roberts Boyt. You can contact Paul on 01267 238844 or firstname.lastname@example.org.
Having previously worked in a variety of specialist Life, Pension and Financial Advice administration and consultancy roles with Windsor lIfe, Hogg Robinson, British Alcan / Rio Tinto and Punter Southall, Mark moved to South Wales in 2003 to join Roberts Boyt and help steer the company forward. Mark has recently completed the CII R08 and is now a Registered Individual with the industry regulator FCA holding his individual SPS. You can contact Mark on 01267 238844 or email@example.com
Standing still in the financial services industry is not an option with examinations being undertaken annually.