Iwan Roberts

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.