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.

 

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.
 

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.

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.

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.

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.

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

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.