Please feel free to get in touch

Please see our Website Privacy Policy for information

Our Wealth Planners

Dafydd Roberts

Senior Wealth Planner


BSc (Hons), DipFA


I joined Sanlam in 2007 as a part of the award winning graduate training programme. I spent my first year training to become a Wealth Planner, before establishing a large client base across the North West. In 2011, I received the accolade of ‘Highly Commended Young IFA of the year in the Financial Adviser Magazine awards. In 2011 I also moved to Bristol to embark on a new chapter.

I enjoy all sports, and play football throughout the week. I also attend the gym when possible in an attempt to compensate for my love of good food.”




Dafydd Roberts

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.