Benefits of a Financial Planner
Benefits of a Financial Planner Overlay

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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Happy Easter!
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Happy Easter!

Date: Thursday March 28, 2024 | By: robertsb
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.  
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Happy St Patrick’s Day!
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Happy St Patrick’s Day!

Date: Sunday March 17, 2024 | By: robertsb
A Happy St Patrick’s Day, from us all at Roberts Boyt!
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Tax Allowances
Tax Allowances Overlay

Tax Allowances

Date: Friday March 1, 2024 | By: robertsb
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:                          […]
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We’re Hiring!
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We’re Hiring!

Date: Monday January 22, 2024 | By: robertsb
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 […]
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Use all your tax allowances – If not, why not?
Use all your tax allowances – If not, why not? Overlay

Use all your tax allowances – If not, why not?

Date: Friday January 19, 2024 | By: robertsb
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), […]
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Emma Passes AF4!!
Emma Passes AF4!! Overlay

Emma Passes AF4!!

Date: Thursday December 21, 2023 | By: robertsb
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 […]
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2023 Autumn Statement – Update Roberts Boyt Limited’s Summary
2023 Autumn Statement – Update Roberts Boyt Limited’s Summary Overlay

2023 Autumn Statement – Update Roberts Boyt Limited’s Summary

Date: Monday December 11, 2023 | By: robertsb
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 […]
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Is Cash only short-term?
Is Cash only short-term? Overlay

Is Cash only short-term?

Date: Tuesday November 14, 2023 | By: robertsb
Cash is a valid home for your capital, but only for the short-term    The currently available returns from interest bearing bank and savings accounts offer their highest returns for decades, and which has been welcomed by savers as this ‘risk free’ option is now offering some value for capital.  Between January 2009 and August […]
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Alice passes AF8!!
Alice passes AF8!! Overlay

Alice passes AF8!!

Date: Tuesday November 7, 2023 | By: robertsb
Alice passes AF8!! Huge congratulations to Alice who has recently passed the CII AF8 Retirement Income Planning Assessment and is one step closer to achieve her aim of becoming a chartered financial planner. The objective of Retirement Income Planning (AF8) is to develop the advanced skills needed for advising on income planning to clients in […]
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