Meet Dafydd
Dafydd Roberts started working with atomos in 2007 and initially established a client base across the North-West. In 2011, he received the accolade of ‘Highly Commended Young IFA of the year’, from the Financial Times, before moving to the South West to embark on a new chapter of his career.
Now a Chartered financial planner, Dafydd takes pride in advising clients on how to both grow wealth tax-efficiently and retain wealth for future generations. Dafydd specialises in inheritance tax mitigation; advising clients on trusts, specialist investment vehicles, and insurances to ensure beneficiaries receive the full estate value.
Dafydd joined atomos as a self-employed financial planner.
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