Your Trusted Financial Advisor in Swansea

Personalised Strategies: Tailored plans for growth, retirement, or wealth protection.

Local and National Expertise: Bristol insights with St. James’s Place support.

Holistic Management: Comprehensive services for investments, retirement, and estate planning.

Tailored Financial Advice for Individuals and Businesses in Swansea

At Harry Robinson Wealth Management, we are proud to provide expert financial advice to individuals, families, and businesses in Swansea. Whether you're planning for retirement, managing investments, or safeguarding your financial future, our team is here to help you achieve your goals with a personalised and professional approach. Start achieving your goals today with a trusted financial advisor in Swansea.

 

Our Services

What Does a Financial Adviser Do?

    A financial adviser provides personalised advice and guidance to help you make informed decisions about your finances. At Harry Robinson Wealth Management, we specialise in:


    • Pension and Retirement Planning: Ensure a secure retirement with a tailored strategy to make the most of your savings.
    • Investment Management: Grow your wealth with personalised investment plans aligned with your goals.
    • Tax Planning: Minimise tax liabilities and maximise your financial position with efficient tax strategies.
    • Family and Business Protection: Safeguard your financial future with comprehensive protection solutions.

Why Choose Us?

Why Choose Harry Robinson Wealth Management as Your Swansea Financial Adviser?

Choosing the right financial adviser can make all the difference in securing your financial future. At Harry Robinson Wealth Management, we combine local knowledge with the extensive resources of St. James’s Place to deliver a bespoke service tailored to your needs.


  • Personalised Financial Solutions: We take the time to understand your goals and create a financial strategy that works for you.
  • Backed by St. James’s Place: Benefit from a trusted wealth management company with over 30 years of expertise.
  • Long-Term Client Relationships: We focus on building enduring partnerships, offering continued support as your financial needs evolve.
  • Local Expertise: Operating in Swansea, we understand the local market and are committed to serving the community.
 

Pension & Retirement Planning

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Ensure a secure retirement with tailored pension plans. Our Swansea 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 Swansea 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 Swansea and West Wales, 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 Swansea 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. Discovery

We begin by understanding your goals, current financial situation, and long-term aspirations.

2. Strategy Development

Based on your needs, we create a tailored financial plan that prioritises your objectives.

3. Ongoing Support

Financial planning is a continuous journey. We regularly review and update your strategy to ensure it remains aligned with your goals and market conditions.

 

Our Advice Guarantee

Financial Advisor Swansea: Working With Harry Robinson Wealth Management

When you choose Harry Robinson Wealth Management, you gain access to:


  • A trusted financial adviser in Swansea who understands your unique needs.
  • A comprehensive range of financial solutions backed by the resources of St. James’s Place.
  • Transparent, professional advice designed to help you achieve financial clarity and confidence.

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

A financial advisor in Swansea provides tailored guidance on managing your finances, including investment strategies, retirement planning, tax efficiency, and protection solutions. Their aim is to help you build, grow, and secure your wealth for the future.

A financial advisor in Swansea can develop a customised retirement plan to ensure your pension savings are maximised and aligned with your lifestyle goals. They provide expert advice to help you secure a comfortable and stress-free retirement.

Choosing a financial advisor in Swansea gives you access to local expertise combined with personalised advice. They understand the unique needs of the community and provide strategies tailored to your individual circumstances and goals.

Regular reviews with your financial advisor in Swansea ensure your plan remains on track with your goals and adapts to changes in your life or the financial market. Typically, annual reviews are recommended, with additional meetings available as needed.

Book Your No-obligation Consultation

Contact us today to arrange a free, no-obligation consultation with a trusted financial adviser in Swansea. Whether you're planning for retirement, managing investments, or protecting your family, we're here to help.