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Huw Roberts

Huw Roberts

Senior Consultant

Followers of Huw Roberts2000 followers
location of Huw RobertsCarmarthen, Wales, United Kingdom

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  • Timeline

  • About me

    Fellow of the Personal Finance Society - Chartered Financial Planner - Pension Transfer Specialist - Director of Financial Planning at Roberts Boyt Ltd

  • Education

    • CII

      1990 - 2016
      Fellowship Pension, Investment, Blood line Wealth Managments Diploma and Advanced

      Activities and Societies: Pensions and Investments Forums Sit annual examinations for pension and investments as a means of active CPD

    • Carmarthen QE Grammar School

      1977 - 1978

      Activities and Societies: House and Rugby Captain

    • Ysgol Gyfun Bro Myrddin

      1978 - 1984
      A-Levels Maths, Physics, English

  • Experience

    • RBS

      Sept 1984 - Mar 1987
      Senior Consultant

      Advising on Banking and Investment situataions

    • BS Ltd

      Mar 1987 - Sept 1991
      IFA Executive Director

      Position at GA pre regulation 1988 and Falcon post

    • WTW

      Sept 1991 - Sept 1992
      Independent Financial Adviser

      Investment Pensions and Protection Advice for Individuals and Corporate Clients through professional connections and introducers

    • AJB Ltd

      Sept 1992 - Jul 1994
      Independent Financial Adviser

      Investment Pensions and Protection Advice for Individuals and Corporate Clients through professional connections and introducers

    • BDT Ltd

      Aug 1994 - Dec 1996
      Independent Financial Adviser

      Investment Pensions and Protection Advice for Individuals and Corporate Clients through professional connections and introducers

    • ROBERTS BOYT LIMITED

      Jan 1997 - now
      Managing Director

      Cwmni annibynnol lleol. Sefydlwyd yn 1987 yng Nghaerfyrddin. Dros 31 mlynedd o brofiad yn gwasanaethu perthnasau hir amser. Town centre location with on-site private car parking facilities for clients. A small friendly team of highly qualified staff offering individually be-spoke investment and retirement solutions.Pension Transfer Specialist Advice offered for those with safeguarded benefits in excess of £30K needing an Article 53E letter.

    • HABCO (Wales) Ltd

      Nov 1997 - now
      Managing Director

      Property and Car Parks

  • Licenses & Certifications

    • SIFA Professioanl Membership

      Supporting Impartial Financial Advice SIFA
      Oct 2014
      View certificate certificate

    • Fellow

      ISMM
      Dec 2003

    • Statement of Professional Standing

      Chartered Insurance Institute
      Feb 2016

    • Associate

      Chartered Institute for Securities & Investment (CISI)
      Aug 2011

    • Find an IFA

      Unbiased.co.uk
      View certificate certificate

    • Policy Commiteee Member

      Association of Professional Financial Advisers
      Jul 2010

    • Policy Committe Member for Wales

      Money Advice Service
      Nov 2012

    • Regulated and Authorised Individual

      Financial Conduct Authority