Wealth Management Simplified. 

It’s about your life, not just your money.

Let’s create a growth strategy together, get in touch for a no obligation health check now.

Welcome to Harry Robinson Wealth Management

Today, Tomorrow, Together.

At Harry Robinson Wealth Management, our mission is simple: to guide you towards a brighter future for your finances, your business and naturally your family by making wealth management simple and attainable.  

What We Do

Financial Protection
& Insurance

Pension
Planning

Trust & Estate
Planning

Investments & Portfolio
management 

Savings
& Bonds

Mortgages
& Lending

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Equities do not provide the security of capital associated with a deposit account with a bank or building society.

The St. James's Place approach to investment management only applies to St. James's Place products.

Trusts are not regulated by the Financial Conduct Authority.

St. James’s Place Wealth Management

Harry Robinson Wealth Management is a Partner Practice of 

St. James’s Place Wealth Management.  Meaning that as a client, you will not only receive highly knowledgeable and personalised face-to-face advice, but also a distinctive approach to investment management.

So, regardless of your personal level of financial understanding, amount of capital or personal circumstances, Harry Robinson Wealth Management will put you and your goals at the centre of everything we do to help realise a brighter financial future.  

 

Testimonials

“Harry has been great in helping me organise my affairs. He is clear, honest hardworking and everything we do is centred around my goals. It’s great to have someone who listens! I have complete faith in Harry and would not hesitate to recommend him to anyone.”

Chris Allen

Commercial Manager, Cardiff

"Harry has always gone above and beyond in ensuring my best interests. He provides honest, straightforward and trusthworthy advice that I can rely on. I do not hesitate recommending Harry to friends and family, as I know he provides an excellent service."

Adam Evans

Compliance Manager, Cardiff

"I am delighted to recommend Harry Robinson for the service he has provided me. His advice and professional approach is exemplary and I would recommend his services to anyone. I have found his approach in developing a personal relationship to be highly professional. He operates with integrity and he is very trustworthy. Highly recommended, thank you Harry!”

Neil Edwards

“Harry Robinson is a hardworking, conscientious and very professional adviser. His primary focus is on client interests and I am extremely satisfied with the service that I have received from him. So much so, in fact that I have already recommended him to a friend who has a similar need, and athat friend has already given me very positive feedback."

Chris Brown

Cardiff

“I have found working with Harry absolutely effortless. As a busy man Harry always ensures everything is efficient, concise & exactly what I need. After working with Harry I feel in very safe & knowledgeable hands. Look no further if your looking for financial advice.”

Chris Brown

Cardiff

“Thank you Harry for your patience and support and for your excellent financial advice. You made me feel confident that I am in good hands and I have complete faith in the advice you have provided. Harry is welcoming and professional and his clear expert knowledge creates a high level of trust. This approach is personally focused. I would fully recommend his services.”

Hazel Robinson

 Director, Cardiff

“Harry has provided an exceptional service both to myself and my company, professional together. He is very trustworthy and reliable and I have been delighted with the investment portfolio provided”

Philip Davies

Director, Swansea

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