Welcome to Roberts Boyt Independent Financial Advisers. The business was established in January 1997 and is one of the leading IFA firms in West Wales looking after a multitude of cross sectional clients and their assets. Directly authorised and regulated by the Financial Conduct Authority No 532928 we are based in the centre of Carmarthen SA31 3DX in grounds of just under an Acre.
We have plenty of secure free onsite car parking for clients and visitors. 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. 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 pension 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 with continuous professional development applied to all. Standing still in the financial services industry is not an option with examinations being undertaken annually. Simply put, with all the legislative changes being introduced, new rules have to be understood and qualified in order to advise compliantly.
As an SME 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 small firm dedicated to looking after the individual and delivering their specific financial needs and outcomes.
Joined the Financial Services Industry in 1984 and became an IFA in Bristol in 1987 qualifying at CII Advanced Level in 1992. Established Roberts Boyt in January 1997, before moving to its current premises in November 1997. Has subsequently grown and developed the business at Harrison Court, and is looking to expand further with recent appointments. Constantly improving and evolving with new and updated qualifications and legislation changes, is the company’s Director of Financial Planning and Compliance Officer. A CII Gold Registered pension transfer specialist, facilitating secured pension benefits in excess of £30,000. Directly authorised and regulated as a Registered Individual with the FCA. A Fellow of the Personal Finance Society (PFS) Chartered Financial Planner and Member of Chartered Institute of Securities and Investments (CISI). You can contact Huw on 01267 238844 or email@example.com.
Having previously worked in a variety of specialist Life, Pension and Financial Advice administration and consultancy roles with Windsor lIfe, Hogg Robinson, British Alcan / Rio Tinto and Punter Southall, Mark moved to South Wales in 2003 to join Roberts Boyt and help steer the company forward. 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 238844 or firstname.lastname@example.org
Paula is our highly organised Office Manager and has been a dedicated member of the team since 2003. She holds the CII CF1! FA1 and FA6 qualifications in Financial Administration ensuring that every client has a first-class experience and warm welcome. 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 and you can contact Paula on 01267 238844 or email@example.com
Alice joined the team in 2013 as a Trainee Analyst having previously obtained a BA (Hons) Accounting degree from the University of Wales in Cardiff. She is progressing rapidly towards her desired goal of becoming a Chartered Financial Planner and is working diligently on her next CII exam. 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 firstname.lastname@example.org
Having previously worked with FedEx UK, Sion joined Roberts Boyt in June 2013 as an assistant administrator, and has subsequently completed an apprenticeship in Level 2 Business Administration. A fully integrated member of the team, he is now working to become a Chartered Financial Planner studying for his next CII exam. As the Assistant Administrator Sion is responsible for the monthly Client valuations and reports, fund switches, and conciliation accounts. You can contact Sion on 01267 238844 or email@example.com
Ella is a recent Accountancy Graduate from Cardiff University and joined the firm in August 2019. He background in Taxation and Investments make her ideally suited to the role. She will be gaining experience from the more senior members of the company and will be found sitting in on many of the initial consultations, learning the trade. A member of PFS and CISI we hope that Ella will progress through the ranks to Chartered Financial Planner status in the near future.