Roberts Keen Independent Financial Advisers Ltd

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Roberts Keen Independent Financial Advisers Ltd Fully Independent Financial Advisers based in South Wales. Appointments available anytime day or ev Appointments available anytime day or evening.

03/11/2026

⚡️ WE’RE LOOKING FOR AN ELECTRICAL APPRENTICE!⚡️

Prolec Energy Solutions Ltd is looking for an enthusiastic and motivated individual to join our growing team as an Electrical Apprentice. Position is available to start but college would commence September 2027.

This is a great opportunity to start a career in the electrical industry, gain practical experience and work towards a recognised electrical qualification.

You’ll gain experience working across a variety of domestic and commercial electrical projects alongside our teams.

Maths and English are required for this position to enrol on college course.

What we’re looking for:

Enthusiasm and willingness to learn

Good attitude and work ethic

Reliable and punctual

An interest in electrical installation

Join a growing company that takes pride in delivering high-quality electrical works.

📩 Interested? Get in touch: Applications via email only please.

[email protected]

02/11/2026

Changed jobs over the years? Your pensions might have stayed behind 📄

It’s easy to lose track of different pension pots, especially when the statements go straight into a drawer.

Start by gathering your latest statements and checking where your pensions are held. From there, you can build a clearer picture of what you have and the options available to you.

Combining pensions won’t be right for everyone. Charges, investment choices and any valuable benefits you could lose all need careful consideration before making a decision.

At Roberts Keen, we can help you understand your existing pensions and whether any changes would suit your circumstances.

📩 Get in touch to arrange an initial conversation.

*The value of pensions and investments can fall as well as rise, and you may get back less than you invest. This post is for general information and does not constitute personal financial advice.

Autumn Budget 2026: what could it mean for your money? 💬🍁From higher tax on rental profits to support for lower-income p...
30/10/2026

Autumn Budget 2026: what could it mean for your money? 💬🍁

From higher tax on rental profits to support for lower-income pensioners and the retained Cash ISA allowance, we’ve highlighted three announcements worth understanding.

Read through for the key points and what they could mean for your financial plans.

For general information only, not personalised financial or tax advice. Announcements are subject to legislation.



Receive income from a rental property? Here’s an announcement to be aware of. 🏠

From 6 April 2027, the announced Income Tax rates on taxable rental profits are:

• Basic rate: 24%
• Higher rate: 44%
• Additional rate: 49%

This Budget adds a further 2 percentage points to the increases already announced, making the overall rise 4 percentage points compared with current rates.

Your individual position will depend on your circumstances. Speak to your accountant or tax adviser about the potential impact on your rental profits.

Announced for England, Wales and Northern Ireland. Wales can set its own property income rates. Subject to legislation. For general information only, not personalised tax advice.



Support for pensioners on lower incomes. 💬

The new Pension Tax Allowance is planned to apply from 6 April 2027, helping ensure eligible people at or above State Pension age do not face an Income Tax bill where their total income is no more than the full new State Pension.

Eligibility is based on total income from all sources, not just your State Pension. Relief will gradually reduce for those with income above the threshold.

The measure is planned to run until 5 April 2030, helping protect lower-income pensioners as the State Pension rises.

For general information only, not personalised financial or tax advice. Eligibility depends on individual circumstances. Subject to legislation.



The Cash ISA allowance is staying at £20,000. 💰

The Government has scrapped the planned reduction, meaning eligible adult savers can con

26/10/2026

Your first conversation with a financial adviser doesn’t need to feel daunting. 💬

You don’t need to have everything worked out before you come in. That first meeting is about getting to know you, understanding your circumstances and talking about what you’d like your money to help you achieve.

Whether you’re thinking about retirement, making sense of your pensions or protecting your family, we’ll take the time to understand what matters to you.

We’ll explain how we work, any costs and what the next steps could look like, with plenty of opportunity to ask questions along the way.

Have paperwork you think might be useful? Bring it along. Unsure what you need? Just ask beforehand and we’ll point you in the right direction.

📩 Get in touch to arrange an initial conversation with Matthew.

*This content is for general information only and does not constitute personal financial advice. The value of investments, including pensions, can fall as well as rise, and you may get back less than you invest.

*Roberts Keen Independent Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority.

Happy 60th Birthday to the legendary Mario Viazzani! Merthyr legend, and maker of the worlds greatest pasta! 🍝
22/10/2026

Happy 60th Birthday to the legendary Mario Viazzani! Merthyr legend, and maker of the worlds greatest pasta! 🍝

60 Years on. We will never forget them. ❤️
21/10/2026

60 Years on. We will never forget them. ❤️

21/10/2026

A question we get asked every day…. Everyone’s circumstances are different, but some great topics of discussion on this show.

If you have any questions or queries, please get in touch.
[email protected]
www.roberts keen.co.uk

A new chapter in life can bring new financial questions.Whether you’re starting a family, changing jobs, moving home, re...
19/10/2026

A new chapter in life can bring new financial questions.

Whether you’re starting a family, changing jobs, moving home, receiving an inheritance or thinking about retirement, it can be a good time to review your plans.

At Roberts Keen, we take the time to understand your circumstances, explain your options clearly and help you plan for what comes next.

You don’t need to have all the answers before getting in touch — that’s what the conversation is for.

📩 Contact Matthew at our Merthyr Tydfil office to arrange a financial review.

Celebrating 10 years of Roberts Keen! 🥂A whole decade of helping clients, building relationships and doing what we love,...
16/10/2026

Celebrating 10 years of Roberts Keen! 🥂

A whole decade of helping clients, building relationships and doing what we love, and we couldn’t have reached this milestone without you.

To our wonderful clients, thank you for trusting us over the past 10 years. And to everyone who has recommended us to a friend, passed our name on to family or supported us along the way, thank you. Those personal recommendations mean the world to us, and we never take that trust for granted.

We’re incredibly proud of the relationships we’ve built, the brilliant team behind Roberts Keen and all the people who have been part of our journey so far.

Here’s to 10 years of memories, milestones and making a difference, and to the next chapter! 💚

Address

4 John Street
Merthyr Tydfil
CF470AW

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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