UPDATE * Job applicants now closed! Roberts Boyt Ltd is a firm of Independent Financial Advisers and Chartered Financial Planners regulated and authorised by the Financial Conduct Authority. Established in 1997 it traces its origins back to 1987. Our highly qualified Advisers have a wealth of holistic and life experience servicing all demographics in retirement, […]

Prime Minister Rishi Sunak has said the next general election will take place on 4 July. As it’s highly likely according to the latest Polls that we will soon have a change of Government as a result, with the Conservatives likely to give way to Labour. Indeed financial markets seem to have ‘priced in’ a […]

In an era where digital communication is widely used to carry out mostly all business transactions, the security and integrity of our communications with clients is of paramount importance. We feel it is important to emphasise to you the importance of being extremely vigilant against increasingly more sophisticated email fraud attempts. Those types of fraudulent […]

All the team at Roberts Boyt would like to wish you a very Happy Easter! Our office will be closed from Friday 29th March 2024 – Monday 1st April 2024. Office hours will return as normal on Tuesday 2nd April.  

A Happy St Patrick’s Day, from us all at Roberts Boyt!

Have you utilised your Tax Allowances? As the end of the tax of year is fast approaching on the 5th April 2024,  here’s are reminder of the main Tax Allowances below.   Investments Cash / Stocks & Shares ISAs:    £20,000 Lifetime ISA:                          […]

We are looking for an Office Administrator to control our busy office in St. David’s Street. Remuneration package is negotiable and dependent on candidate. Successful applicant will undertake key performance administrative tasks, supporting the team of qualified advisers and dealing as front of house with clients. Communication skills and diligence are characteristics essential when liaising […]

Use all your tax allowances – If not, why not? Recent Government Budgets and Autumn Statements have reinforced the ‘freeze’ on some tax allowances and reduced several others. Those are effectively increases in tax for almost all ordinary taxpayers for this and future tax years (and indeed have been extended until the 2027/2028 tax year), […]

A massive congratulations to Emma who has recently passed the CII AF4 Investment Planning Exam and is one step closer to achieve her dream of becoming a chartered financial planner. The objective of Investment Planning (AF4) is to develop in depth financial planning skills related to investments and the management of investment portfolios. The exam […]

The UK Economy is forecast to grow by 0.7% in 2024 (down from the 1.8% growth previously forecast); UK debt is forecast to be 94% of GDP by 2028 (it is currently 97.8% of GDP); 2% of UK GDP is to be spent on NATO and National Defence commitments; UK inflation is becoming stickier than […]