As a minimum you must be FCA authorised, either directly or through an authorised firm and as a minimum hold a current Level 4 Diploma in Financial Advice and a Statement of Professional Standing.
Rhaid cwblhau'r hyfforddiant o leiaf bob pum mlynedd a gall aelod o staff (nad yw’n aelod o’r busnes neu’n bartner) sy'n gyfrifol am ofalu am y da byw ei wneud os bydd hynny'n briodol.