Ein cefndir/About us
Robin Williams,
Cyfarwyddwr ac Ymgynghorydd Ariannol.
Mae Robin wedi treulio 35 mlynedd yn gweithio yn y diwydiant gwasanaethau ariannol, ac mae ganddo brofiad eang o ddarparu cyngor ariannol i helpu unigolion a'u teuluoedd gyflawni eu huchelgeisiau.
Drwy gydol ei yrfa mae wedi parhau i ddatblygu ei wybodaeth am y sector ac mae'n dal y Diploma Mewn Cynllunio Ariannol a Reoleiddir.
Yn gynnar yn 2016, gwnaeth Robin y penderfyniad i sefydlu ei Gwmni Cynllunio Ariannol ei hun sydd wedi ei leoli ar Ynys Môn, gan ei fod yn teimlo y gallai ddarparu lefel uchel o wasanaeth a chyngor o'r radd flaenaf ar gyfer ei gleientiaid.
Mae Robin yn gwybod bod amgylchiadau pawb yn wahanol ac yn credu trwy ddeall eich anghenion gall darparu cyngor fydd wedi'i deilwra i chi. Fe fydd hyn yn eich galluogi i wneud penderfyniadau gwybodus am eich gofynion ariannol, yn awr, ac yn y dyfodol.
Robin Williams,
Director and Financial Adviser.
Robin has spent 35 years working within the financial services industry, and has a proven track record of providing financial advice to help individuals and their families to achieve their financial goals. During this time he has continued to develop his knowledge of the financial advice sector and holds the Diploma In Regulated Financial Planning.
Early in 2016, Robin took the decision to establish his own financial advice business, based in Menai Bridge, Anglesey, where he felt could provide Clients with a high level of service and first class advice.
Robin knows that everybody’s circumstances are different and believes that by understanding your needs he can provide tailored recommendations to enable you to make informed decisions about your financial requirements, both now, and in the future.