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Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Welcome to Roberts Financial

We have successfully been helping customers navigate their financial needs since 1991, through high quality, professional advice, and support.

Customer service is our number one priority, and we are proud of the reputation we have built up over the years.

Seeking good quality financial advice can seem daunting, which is why we ensure we understand all your aims and objectives before proceeding with any advice.

Whilst we are based in Llanelli, we have customers all over Wales and further afield, and can offer a unique, bilingual, face to face or remote service.

Trust us to find the right solution for you.

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