We’re Hiring!
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We’re Hiring!

Date: Thursday June 27, 2024 | By: robertsb
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, investment, succession, inheritance, and estate planning. […]
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UK General Election 4th July
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UK General Election 4th July

Date: Friday June 7, 2024 | By: robertsb
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 […]
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Security and Financial Scams Awareness
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Security and Financial Scams Awareness

Date: Monday June 3, 2024 | By: robertsb
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 […]
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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
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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?
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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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