harry.robinson@sjpp.co.uk

029 22805755

 07989526750

About

Your Trusted Partner in Financial Success

At Harry Robinson Wealth Management, we are dedicated to helping you achieve financial confidence through personalised advice and strategic planning.

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.

“Our mission is simple: to empower you with the financial knowledge and strategies you need to live the life you’ve envisioned. Whether you're planning for retirement, investing for the future, or protecting your wealth, we are here to guide you every step of the way.”

Harry Robinson

CeMAP & DipPFS

Founder & Principal

Our Expertise

Decades of Experience, Backed by St. James’s Place

With over a decade of experience, Harry Robinson Wealth Management is more than just a financial advisor—we're your partner in success. Supported by the extensive resources of St. James’s Place, we offer a range of wealth management services designed to meet your unique needs.

 
 

Our Approach

A Personalised Approach to Your Financial Journey

We believe that every client is unique. That’s why we take the time to understand your personal goals and tailor our advice to meet your specific needs. Here’s how we work with you:


  • Discovery: We begin by understanding your financial landscape, retirement dreams, and long-term goals to ensure we have a clear picture of your needs.


  • Strategy Development: Next, we develop a customised financial or pension plan, using St. James's Place's diverse investment options to create a strategy tailored to you.


  • Continuous Review: Financial planning requires flexibility, so we regularly review and adjust your plan to reflect changes in your goals, lifestyle, or market conditions.

Our ongoing commitment ensures that your plan adapts and grows with you, providing clarity and confidence in your financial future.

Why Clients Choose Us

Trust, Expertise and Personalised Service

Our clients choose us because we offer more than just financial advice—we offer a trusted partnership. With a commitment to transparency, integrity, and excellence, we ensure that your financial goals are always our top priority.

Highly Personalised Service

We offer face-to-face financial advice, ensuring tailored solutions for individuals, families, trustees, and businesses.

Tailored Wealth Solutions

Our bespoke financial strategies are designed to make managing your wealth simple and effective.

Supported by St. James’s Place

Backed by over 30 years of experience, ensuring stability and expertise in all areas of financial management.

World-Class Investment Management

The St. James’s Place Investment Committee selects top global managers to oversee your funds, ensuring the best possible returns.

Long-Term Client Relationships

We focus on building lasting relationships with succession planning, offering continuous support for generations.

Online Wealth Account

Stay in control with easy-to-use online tools that provide regular notifications and annual performance reports.

Specialist Expertise

Our team specialises in pensions, tax, and trust planning, helping you optimise your retirement and tax efficiency.

Access to Global Investment Markets

St. James's Place has the freedom to select the best managers globally, ensuring a first-class investment strategy for 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.

Trusts are not regulated by the Financial Conduct Authority.

Meet the Team

At Harry Robinson Wealth Management, our dedicated team combines years of experience and expertise to help you achieve your financial goals. With a shared passion for simplifying wealth management, we provide a personalised approach tailored to your unique circumstances. We love what we do, and our team is committed to delivering expert advice and long-term support, so you can feel confident about your financial future.

Harry Robinson

Director & Financial Adviser

Jack Hobbs

Financial Adviser

Helen Cossar

Practice Manager

 

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.

 

Testimonials

FAQs

Yes, we provide a transparent fee structure. Initial consultations are free, and fees are discussed upfront once a strategy is recommended.

We provide comprehensive financial services, including pension planning, investment management, tax planning, and protection advice.

Your pension can usually be passed to your beneficiaries, with varying tax implications. Harry Robinson Wealth Management can help ensure your loved ones are cared for.

Yes, all our advisers hold relevant industry qualifications and are backed by the expertise of St. James’s Place.

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

Are you an existing client?

Take the First Step Towards Financial Confidence

Your journey to financial security starts with a conversation. Contact us today to schedule your free financial health check and discover how we can help you achieve your financial goals.

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