Benefits of a Financial Planner
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Benefits of a Financial Planner

Date: Tuesday April 9, 2024 | By: robertsb
Why get Financial Advice may you ask? There are several benefits of a financial planner and receiving financial advice, some of which have been pointed out below.
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Are you looking for a career in Financial Services?
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Are you looking for a career in Financial Services?

Date: Wednesday September 1, 2021 | By: robertsb
If you are looking to join a small team based in Carmarthen for a career in Financial Services which is well remunerated, has ample holidays and pension funding, then we could be looking for you. Dynamism, confident, reliable, bilingual or multilingual (in West Wales is always helpful) personable communicators with excellent telephone skills, are qualities […]
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Budget 2021
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Budget 2021

Date: Wednesday March 3, 2021 | By: robertsb
1. Covid-19 •An extra £1.65 billion cash injection to ensure the Covid-19 vaccination roll-out in England continues to be a success. •£28 million to increase the UK’s capacity for vaccine testing, support for clinical trials and improve the UK’s ability to rapidly acquire samples of new variants of COVID-19. •£22 million for a world-leading study […]
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Tapered / Annual Allowances and Using Scheme Pays
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Tapered / Annual Allowances and Using Scheme Pays

Date: Tuesday January 12, 2021 | By: robertsb
As Regulated Pension Advisers, we are fast approaching that time of year for making tax returns based on Scheme Pension input amounts, and how you may be affected by Tapered Annual Allowances and who pays the excess tax. If you are affected and need advice, please contact us.
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Bounce Back Loans
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Bounce Back Loans

Date: Monday May 4, 2020 | By: admin
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 […]
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1st May 2020 Covid-19 Update
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1st May 2020 Covid-19 Update

Date: Friday May 1, 2020 | By: admin
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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Fellow of the PFS
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Fellow of the PFS

Date: Tuesday November 12, 2019 | By: admin
Congratulations to our Director of Financial Planning Huw Roberts, who was recently awarded and received a Fellowship of the PFS at the graduation ceremony at Merchant Taylor’s Hall, Threadneedle Street, London
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