Roberts Boyt

Independent Financial Advisers and wealth management for individuals, companies and trusts. Providing Income and Capital Growth for the long term

Huw Roberts has been an Independent Financial Adviser since 10th March 1987.

Roberts Boyt was established as a partnership on 7th January 1997 with Andrew Boyt, and was Directly authorised in September 1997

They moved to their current offices at Harrison Court on 17th November 1997.

Andrew Williams replaced Andrew Boyt as a partner on 6th April 1998.

The business was incorporated in March 2012

The current Staff consist of:

Huw Roberts - Director of Financial Planning

Wendy Roberts - Finance Director

Paula Price - Senior Administrator - has been there since April 2003

Mark Howse - Senior Financial Analyst also joined in April 2003

Sion Kenny - Office Administrator joined in June 2013

Alice Davies - Office Administrator joined in July 2013

Harrison Roberts - Amelia Roberts - seasonal administrators

The company works as a compact and tightly woven unit looking after and managing a number of longstanding clients of 500 + with funds under management of £60M +

Taking a complete and holistic view of an individual's position the firm advises on every aspect of your financial needs. Often acting as hub between other professionals such as Accountants, Solicitors, Doctors, Valuers, Executors, and Trustees - obverts Boyt offers a complete package from children's investments, school planning / fees, university fees, ISAs, Pensions, including SIPPs and SSASs for Directors, Inheritance Tax planning, Trusts, Wills, Probate, Whole of Life Assurance and Critical Illness cover.

Being Independent - the company can advise on and arrange through any market provider (whole of market).

The Fees are transparent and all agreed up front through the menu system. This can be a combination of % of funds invested on an initial and annual basis (typically 3% + 0. 6% ); a fixed rate single charge; an hourly rate or combination thereof.

Regulated by the Financial Conduct Authority No. 532928, we are covered under the FSCS, FOS, and MAS.

The Statement of Professional Standing is provided through the Chartered insurance Institute (CII), and expires on 31st January each each year.

Extensive free car parking at Harrison Court for clients to visit on a convenient basis in the centre of Carmarthen