On site we have plenty of secure free parking for clients and visitors; and being on the ground floor presents easy access for those less able bodied. Meetings are by appointment, and can be conducted in Welsh or English, either online or in person. Assets under management are in excess of £60M and duties of care are taken in each and every situation to ensure that this continues to grow. From individual pensions and savings advice, general investment and taxation advice, to dealing with business directors and partners and their financial affairs, we have the technology to administer your portfolio and deliver your financial needs.
Education is paramount and each and every member of staff has gained various CII and industry related qualifications to ensure continuous professional development. Standing still in the financial services industry is not an option with examinations being undertaken annually. Simply, with all the legislative changes being introduced, new rules have to be understood and qualified in order to advise compliantly.
As an small-medium enterprise we have links to well established Law and Accountancy firms across South Wales and the South West. Dealing with Trustees and Executors we manage several Estates and can introduce the relevant skill sets where required. On Divorce matters we can look at the division of assets and how pension sharing orders work in an unbiased fashion. Preparing Estates and mitigation of Inheritance Tax planning forms a large proportion of our work. Pension contributions across defined benefit and money purchase schemes is critical in evaluating the Annual Allowance and avoiding the Lifetime Allowance tax charges. We deal with all the major investment houses as well as investment platforms.
We are a small firm with big ambitions, dedicated to ensuring our clients have their specific financial needs and outcomes met to the highest standard.
Meet the team
Constantly improving and evolving with new qualifications to account for changing legislation, Huw regulates as the firms Director of Financial Planning and Compliance Officer. As a CII Gold Registered pension transfer specialist, he specialises in the facilitation of secured pension benefits in excess of £30,000.
Directly authorised and regulated by the FCA, A Fellow of the Personal Finance Society (PFS), A Chartered Financial Planner and Member of Chartered Institute of Securities and Investments (CISI). Huw has adapted and grown to be as qualified and regualted as possible to offer his clients the safest and highlest level of service.
You can contact Huw on 01267 611551 or firstname.lastname@example.org.
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 611551 or email@example.com
Her role at Roberts Boyt utilises her excellent organisational and administrative skills to aid the smooth running of the office. As front of house she will be your first port of call for contacting the firm.
you can contact Paula on 01267 611551 or firstname.lastname@example.org
As an integral member of the team Alice assists with the portfolio analysis and recommendations being issued, and is responsible for the 6 monthly client reviews.
You can contact Alice on 01267 23884 or email@example.com
Since then he has qualififed as a PFS advisor, and will be working towards his full chartered status whilst at Roberts Boyt.
You can contact Kyran on 01267 238844 or firstname.lastname@example.org