Robin Williams Financial Planning Ltd is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA register (www.fca.org.uk/register) 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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Ein Gwasanaethau

 

Rydym yn darparu cyngor ar:

 

Buddsoddiadau

Cynilo yn rheolaidd

Pensiynnau

Diogelwch Ariannol

Yswyriant Cyffredinol

Cynllunio Treth Etifeddiant.

 

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

 

Morgeisi

Rhyddhau Ecwiti

Gofal Tymor Hir.

 

Gall gwerth buddsoddiadau a phensiynnau a'r incwm y maent yn ei gynhyrchu ostwng yn ogystal â chodi. Efallai y byddwch yn derbyn llai yn ôl na i chi fuddsoddi. 

 

Nid yw cynllunio treth etifeddiant yn cael ei reoleiddio gan yr Awdurdod Ymddygiad Ariannol.

Efallai y bydd eich cartref gael ei ailfeddiannu os nad ydych yn cadw i fyny taliadau ar eich morgais.

 

 

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.