02920 347 979

 07989 526750

About


Harry Robinson

In a previous esteemed career, Harry was a professional rugby player, playing for Cardiff Blues, Llanelli Scarlets and Wales. However, Harry always had a passion for property. During his rugby career, Harry purchased property, sparking an interest in the complexity of mortgages. Harry passed his CeMAP qualification at the age of 20, allowing him to arrange and advise mortgages and insurances. Following this, he then started his journey to becoming a financial adviser. Harry’s professional rugby career was cut short at age 22 and his plan to become a financial adviser moved drastically forward.


Harry has since completed and graduated from the St. James’s Place academy, achieving his diploma in financial planning and has a burning passion to help everyday people achieve their financial & retirement goals. Harry’s personal and professional experience has allowed him to empathise, to make the complex world of financial management simple and attainable.


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

“My core beliefs and principles of hard work, integrity, trust and commitment put my clients at the heart of what I do, setting the foundations for a long term, lasting relationship. My goal is to help clients obtain peace of mind and to make the complex world of wealth management simple and attainable.”

Harry Robinson

CeMAP & DipPFS

Founder & Principal

 

About St. James's Place

  • A leading UK wealth management organisation founded in 1991.
  • Advice is delivered through the highly experienced St. James’s Place Partnership, of which Harry Robinson Wealth Management is a part of.

Our Covenant

  • We are committed to helping clients manage their wealth in a way that reflects their personal circumstances, both now and in the future.
  • We put our clients firmly at the centre of everything we do and recognise that individual circumstances and objectives are unique.
  • We provide face-to-face wealth management advice, with our clients appreciating a source of trusted advice as their financial needs and priorities evolve over time.
 

Our advice
 guarantee

St. James’s Place guarantees the suitability of the advice given by the members of the St. James’s Place Partnership when recommending any of the wealth management products and services from companies in the group, more details of which are set out on the Group's website.

Our advice
guarantee

St. James’s Place guarantees the suitability of the advice given by the members of the St. James’s Place Partnership when recommending any of the wealth management products and services from companies in the group, more details of which are set out on the Group's website.

Why Harry Robinson Wealth Management?

Highly personalised and knowledgeable face-to-face service - for individuals, families, trustees and businesses.

Tailored solutions to meet individual requirements - making it easier and simpler to manage your wealth.

Reassurance – supported by St. James's Place a FTSE 100 company established for more than 28 years.

St. James's Place Investment Committee - the committee carefully selects a number of external managers of outstanding ability to manage the St. James's Place range of funds.

Focused on building long-term client relationships with succession planning – with the aim for you to have continued support for the many years to come.

Online wealth account - easy to use and designed to keep you in control of your products performance via frequent notifications and annual reports.

Pension, Tax & Trust specialist - highly skilled to help you get the most from your retirement and tax planning.

St. James's Place have the freedom to select first-class managers from the global investment market to manage their funds on behalf of our clients.

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.

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.

 

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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