Iwan Roberts
Director
Financial planning
Areas of expertise
Personal financial planning including pensions and retirement; investments; cash flow planning.
Experience
Over 20 years financial services experience.
Notable client work and achievements
Iwan advises Ultra High Net Worth individuals, HNW clients, and SMEs on all aspects of personal and financial planning. He also provides top-tier financial advice to sports and media clients.
Professional qualifications and memberships
CII Level 4 Diploma in Regulated Financial Planning.
BA Honours in Financial Economics.