Expert Financial Advice & Planning Across Bath & South West

Personalised Strategies: Receive financial plans tailored to your goals and circumstances in Bath.

Grow and Protect Wealth: Build a robust portfolio while safeguarding your assets for long-term success.

Local Expertise You Can Trust: Partner with advisers who understand the unique opportunities in Bath.

Comprehensive Financial Advice Bath for Every Stage of Life

At Harry Robinson Wealth Management, we offer bespoke financial advice & planning designed to meet your individual needs. Backed by the expertise of St. James's Place, our tailored solutions help you navigate every stage of life with confidence. From building wealth to retirement planning, we’re here to guide you every step of the way.

 

The Challenge

Are You Making the Most of Your Financial Opportunities?

  • Unsure if your investments align with your goals?
  • Concerned about securing a comfortable retirement?
  • Looking for expert guidance to protect and grow your wealth?

Our financial advice in Bath provides you with personalised solutions, helping you maximise your financial potential while ensuring peace of mind.

Our Approach

Unlock Financial Opportunities with Expert Advice

When it comes to securing your financial future, the right guidance can make all the difference. At Harry Robinson Wealth Management, we provide financial advice in Bath that empowers you to make informed decisions. Whether you’re planning for retirement, growing your wealth, or managing investments, our personalised strategies ensure your finances align with your life goals. Trust our expertise to help you achieve clarity and confidence in every financial decision.

 

Pension & Retirement Planning

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Ensure a secure retirement with tailored pension plans. Our Bath wealth management team helps you maximise your pension and retirement income, guiding you through investment strategies that align with your goals.


Investment & Wealth Management

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Grow and protect your wealth with expert advice from our Bath wealth management specialists. We offer personalised investment strategies to help you achieve long-term financial success, whether you're investing for growth or income.


Personal & Business Protection

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Safeguard your family and business with comprehensive protection solutions. Covering Bath and the South West, we provide insurance and risk management strategies designed to secure your financial future against unexpected challenges.


Tax Planning

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Optimise your tax strategy with our Bath wealth management team. We provide expert guidance on reducing tax liabilities through efficient planning, ensuring your wealth is preserved and protected across generations.

The value of your investment with St. James's Place will be directly linked to the performance of 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. 

Our Process:

Maximising Your Tax Efficiency

1. Initial Discovery

We get to know your financial aspirations and current circumstances to provide the best possible advice.

2. Bespoke Strategy Creation

Using your goals as a foundation, we develop a financial plan tailored to your needs.

3. Regular Reviews

Life changes, and so do your financial requirements. We regularly review and adjust your plan to ensure it stays aligned with your objectives.

 

Our Advice Guarantee

Financial Advice in Bath: Your Path to Financial Well-Being

Navigating the complexities of wealth management can be challenging, but you don’t have to do it alone. Our financial advisers in Bath are committed to helping you:

  • Understand and optimise your investment portfolio.
  • Plan for a secure and comfortable retirement.
  • Create a financial roadmap that evolves with your life.

With tailored advice, regular reviews, and a focus on achieving your aspirations, we provide comprehensive support for every step of your financial journey.

Testimonials

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

FAQs

Financial advice in Bath covers a range of services, including investment planning, retirement strategies, tax efficiency, and family or business protection. The goal is to provide tailored guidance to help you achieve financial security and peace of mind.

Financial advice in Bath helps you maximise your pension savings and develop a retirement strategy tailored to your goals. This ensures you can enjoy a secure and comfortable retirement while optimising your financial resources.

Seeking financial advice in Bath allows you to work with local professionals who understand the unique needs of the area. They provide personalised recommendations to grow, protect, and manage your wealth effectively.

Regular financial advice in Bath ensures your plans stay aligned with your goals and market changes. Annual reviews are common, but more frequent consultations can be arranged as your circumstances evolve.

Book Your No-obligation Consultation

 Get in touch with Harry Robinson Wealth Management today to arrange a free, no-obligation consultation with a trusted financial advisor in Bath. Whether you're planning for retirement, managing investments, or protecting your family, we're here to help you every step of the way.