We are Independent Financial Advisers based in Carmarthen, South Wales

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

 

Want to know more about Roberts Boyt?
Contact us now on 01267 238844

Meet the team

Meet our team here at Roberts Boyt Limited, Independent Financial Advisers.

Picture of Huw Roberts
Director

Huw Roberts

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 huw@robertsboyt.com.

Picture of Paul Kirk
Director of New Business

Paul Kirk

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 paul@robertsboyt.com.

Picture of Mark Howse
Financial Planning Analyst

Mark Howse

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 mark@robertsboyt.com

Our Vision

Standing still in the financial services industry is not an option with examinations being undertaken annually.

News / Blog

4. May
Bounce Back Loans

Bounce Back Loans

The Bounce Back Loan scheme helps small and medium-sized businesses to borrow between £2,000 and £50,000. The government guarantees 100% of the loan and there won’t be any fees or interest to pay for the first 12 months. Loan terms will be up to 6 years. No repayments will be due during the first 12 …
1. May

1st May 2020 Covid-19 Update

Good morning, We hope that you are staying safe and keeping well during this Lockdown period?   This is indeed a difficult time for all of us, but we are managing to keep going.  The Monthly and Quarterly  valuations are still on hold, but if you are in desperate need, please email huw@robertsboyt.com to request …

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