Ein Gwasanaethau

 

Rydym yn darparu cyngor ar:

 

Buddsoddiadau

Cynilo yn Rheolaidd

Pensiynau

Diogelwch Ariannol

Yswiriant Cyffredinol

Cynllunio Treth Etifeddiant.

 

Gallwn hefyd, drwy ein partneriaid dewisiedig, gynnig cyngor ar:

 

Morgeisi

Rhyddhau Ecwiti

Gofal Tymor Hir.

 

Gall gwerth buddsoddiadau a pensiynau a'r incwm a gynhyrchir ganddynt ostwng yn ogystal â chodi. Gallech gael llai yn ôl nag a fuddsoddwyd gennych. 

 

Nid yw cynllunio Treth Etifeddiant yn cael ei reoleiddio gan yr Awdurdod Ymddygiad Ariannol.

Gallai eich cartref gael ei ailfeddiannu os nad fyddwch yn llwyddo i dalu'n brydlon ac yn rheolaidd ar eich morgais.

Bydd rhyddhau ecwiti yn lleihau gwerth eich ystâd a gall effeithio ar eich cymhwysedd i gael buddion â phrawf modd.

 

Our Services

 

We provide advice on:

 

Investments

Regular Savings

Pensions

Financial Protection

General Insurance

Inheritance Tax Planning.

 

We can also, through our selected partners, offer advice on:

 

Mortgages

Equity Release

Long Term Care.

 

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

 

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Robin Williams Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718. Robin Williams Financial Planning Ltd is registered in England and Wales no. 9987966. Registered Office 37 Penlon, Menai Bridge, LL59 5ND.

 

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