Carmarthen, Carmarthenshire, United Kingdom
Director of Financial Planning at Roberts Boyt Ltd
Financial Services
Education
CII 1990 — 1993
Diploma and Advanced
Carmarthen QE Grammar School 1977 — 1978
Ysgol Gyfun Bro Myrddin 1978 — 1984
A-Levels Maths, Physics, English
Experience
Roberts Boyt Ltd January 1997 - Present
HABCO (Wales) Ltd November 1997 - Present
BDT Ltd August 1994 - December 1996
AJB Ltd September 1992 - July 1994
Willis September 1991 - September 1992
BS Ltd March 1987 - September 1991
RBS Markets and International Banking September 1984 - March 1987
Skills
Succession Planning, Fixed Income, Strategic Financial..., Funding, Employee Benefits, Income Protection, Financial Services, Retirement Planning, Personal Finance, Independent Financial..., ISAs, Pension Funds, Holistic Financial..., High Net Worth..., Asset Management, Protection, Alternative Investments, SIPP, Private Banking, Investment Strategies, Charities, Savings, Long-term Care, Wealth Management..., Bonds, Life Insurance, Wealth, Key Person Protection, Trust Services, Financial Planning, Investment Advisory, Mutual Funds, Retirement, Financial Advisory, Inheritance Tax Planning, ETFs, Investments, Trusts, Investment Management, Wrap Accounts, Critical Illness, Pensions, Relationship Management, Wealth Management, Equities, Fixed Annuities, Estate Planning, Portfolio Management, Asset Allocation, Financial Planners