Roberts Boyt

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. The business was incorporated in March 2012

In 2022 the company is celebrating its 25th Anniversary. The current Staff consist of:

Huw Roberts - Director of Financial Planning

Wendy Roberts - Finance Director

Paula Price - Senior Administrator - has be

en there since April 2003

Mark Howse - Senior Financial Analyst also joined in April 2003

Alice Davies - Adviser / Administrator Welsh speaking joined in July 2013

Emma Jones - Adviser / Administration Welsh speaking joined in 2022

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 £100m+

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 - Roberts 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. The company has a PFS Gold Standard for advising in the Defined Benefit sector. We offer Triage, abridged and Full advice for individuals seeking this heavily regulated and niche activity. As one of the remaining companies able to offer this specialist service the due diligence takes between 3-6 months before an Article 53e Certification is produced. 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

17/12/2025

Roberts Boyt
Christmas - New Year
Last open day 23 December and reopens Monday 5January 2026

Looking for an experienced and reputable Financial Planner? Look no further. Roberts Boyt Ltd have over 25 years experie...
31/07/2025

Looking for an experienced and reputable Financial Planner?

Look no further.

Roberts Boyt Ltd have over 25 years experience and a wealth of knowledge to achieve all your financial goals.

Contact us for more info.
01267 238844
www.robertsboyt.com

Are you looking for a Financial Adviser in West Wales to help with your finances?Look no further! Contact the Roberts Bo...
16/07/2025

Are you looking for a Financial Adviser in West Wales to help with your finances?

Look no further! Contact the Roberts Boyt office today and schedule an initial meeting.

With over 25 years experience, we have a wealth of knowledge, we are one of the leading IFA firms in West Wales.

www.robertsboyt.com

If you have money, you should require professional financial advice. Our Financial Advisers can help:✅ Tailoring an inve...
04/07/2025

If you have money, you should require professional financial advice.

Our Financial Advisers can help:

✅ Tailoring an investment plan based on your long-term goals
✅ Providing strategic asset allocation and portfolio recommendations
✅ Align investments with your risk appetite and goals
✅ Offer ongoing advice and monitoring to keep you on track.

Visit our website to find out more regarding our wealth management services.

01267 238844
www.robertsboyt.com

03/07/2025

Please take a moment to leave us a review on Google - we greatly appreciate the feedback.

Post a review to our profile on Google

Planning for Retirement Planning? Roberts Boyt Ltd can help you build a plant for retirement which will help you maintai...
02/07/2025

Planning for Retirement Planning?

Roberts Boyt Ltd can help you build a plant for retirement which will help you maintain your desired lifestyle after you retire from active employment.

Several benefits include:

✅ Financial Security
✅ Peace of Mind
✅ Live a desired Lifestyle

Get in touch with our friendly office and book yourself an appointment to get your personalised plan started.

01267 238844
www.robertsboyt.com

Got more than 1 pension pot? Pension Consolidation may be the answer! Get in touch with us if you'd like to find out mor...
02/07/2025

Got more than 1 pension pot? Pension Consolidation may be the answer! Get in touch with us if you'd like to find out more about our Pension Consolidation Services and we it may benefit you.

01267 238844
www.robertsboyt.com

If you didn't know already, we offer Pension Consolidation Services throughout South Wales.

What is Pension Consolidation you may ask?

Have you had more than 1 job in your lifetime? If so, you are likely to have more than 1 pension pot. This is where Pension Consolidation comes into action.

Pension Consolidation is as simple as identifying what pensions you have, where they are located and transferring them into one pension provider.

Visit our website to find out more.

If you require pension consolidation, please contact the office and we'll be more than happy to assist.

www.robertsboyt.com

We always like to remind our clients to be aware of potential scams. It's important to ensure the following:1. Do not cl...
24/06/2025

We always like to remind our clients to be aware of potential scams.

It's important to ensure the following:

1. Do not click on suspicious links - If a link looks suspicious, it probably is.

2. Do not share your passwords with anyone and ensure you use at least a 10 character password.

3. Keep all your information safe.

These are just some of the several ways you can protect yourself from scams.

www.robertsboyt.com

If you didn't know already, we offer Pension Consolidation Services throughout South Wales. What is Pension Consolidatio...
23/06/2025

If you didn't know already, we offer Pension Consolidation Services throughout South Wales.

What is Pension Consolidation you may ask?

Have you had more than 1 job in your lifetime? If so, you are likely to have more than 1 pension pot. This is where Pension Consolidation comes into action.

Pension Consolidation is as simple as identifying what pensions you have, where they are located and transferring them into one pension provider.

Visit our website to find out more.

If you require pension consolidation, please contact the office and we'll be more than happy to assist.

www.robertsboyt.com

18/06/2025

Please leave us a review if you have received any services from us recently or are an existing client of ours. We greatly appreciate all the feedback and always looking at ways we can better our service for our clients.

Follow the link below:

Post a review to our profile on Google

What are the changes to Inheritance Tax (IHT) from April 2027? Read our latest blog post on our website to find out more...
30/05/2025

What are the changes to Inheritance Tax (IHT) from April 2027?

Read our latest blog post on our website to find out more.

Contact the office if you have any concerns regarding the proposed changes and see how we can help you.

www.robertsboyt.com

A new 5* review from a long standing client this week! ⭐️⭐️⭐️⭐️⭐️
20/05/2025

A new 5* review from a long standing client this week! ⭐️⭐️⭐️⭐️⭐️

Address

Carmarthen
SA313DX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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