Grow Your Wealth with Strategic Investments

Grow Your Wealth with a Tailored Strategy: Achieve financial growth with a personalised investment plan.

Secure Your Future with Diversified Investments: Balance risk and return with a well-diversified portfolio.

Maximise Returns with Expert Guidance: Optimise your investments with professional advice.

Unlock Your Financial Potential with Professional Guidance

Investing wisely is key to growing your wealth and achieving your financial goals. At Harry Robinson Wealth Management, we understand that each client has unique investment aspirations and risk tolerance. With our expertise and the support of St. James's Place, we provide tailored investment strategies designed to secure your financial future.

 

The Challenge: Are You Maximising Your Investment Potential?

  • Confused about where to start or which investments are right for you?
  • Concerned about balancing risk and reward in your portfolio?
  • Worried about navigating market volatility and economic changes?

Without a clear strategy, these concerns can prevent you from achieving your financial goals. It’s vital to have a plan that aligns with your aspirations and adapts to market conditions.

Why Choose Us?

Expertise Backed by

St. James's Place

At Harry Robinson Wealth Management, we offer more than just investment advice—we offer a partnership in building your financial future. With the backing of St. James's Place, a renowned wealth management firm, we provide:


  • Bespoke Investment Strategies: We create investment plans that reflect your unique goals and risk tolerance, whether you’re seeking growth, income, or a balanced approach.
  • Access to a Broad Range of Investments: Benefit from the diverse and high-quality investment options available through St. James's Place, carefully selected to meet your needs.
  • Ongoing Portfolio Management: The financial markets are always changing. We continuously monitor and adjust your portfolio to ensure it remains aligned with your goals.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

 

Types of Investments

Explore a World of Investment Opportunities 

Investing wisely is key to growing your wealth and achieving your financial goals. At Harry Robinson Wealth Management, we understand that each client has unique investment aspirations and risk tolerance. With our expertise and the support of St. James's Place, we provide tailored investment strategies designed to secure your financial future.


Individual and Junior ISAs

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ISAs offer a tax-efficient way to save and form the foundation of many portfolios. Junior ISAs extend this benefit to children, providing a flexible, tax-free savings option that becomes accessible when they turn 18. Both are excellent options for building a future nest egg.


The favourable tax treatment given to ISAs is subject to changes in legislation and may not be maintained in the future.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.


Unit Trusts

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Unit trusts offer medium- to long-term capital growth and income. They also provide flexibility in managing your tax allowances, making them suitable for both individual investments and family planning.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.


Investment Bonds

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Investment bonds provide tax-deferred withdrawals and potential capital growth. These are often used for investing within trusts and offer access to a wide range of asset classes.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.


Offshore Investments

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Offshore investments are useful if you plan to live outside the UK or expect changes in your tax rate. These offer a range of international assets and currencies, providing diversification opportunities.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.


Discretionary and Stockbroking Services

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Through Rowan Dartington, a subsidiary of St. James's Place, we provide personalised wealth management services. Whether you want to take full control or delegate decisions, we can meet your investment preferences.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.


Portfolio Solutions

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St. James's Place offers multiple portfolio solutions, including Polaris, InRetirement, and Growth Portfolios, designed to help you choose investments that are right for your financial goals.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.


Individual Savings Account

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ISAs usually form the cornerstone for most investment strategies and provide a straightforward, tax-efficient solution to help you  save for the future.


The favourable tax treatment given to ISAs is subject to changes in legislation and may not be maintained in the future.


Discretionary Fund Management

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Discretionary Fund Management is when an investment professional known as a Discretionary Fund Manager (DFM) builds and manages a portfolio of investments on your behalf. 


Rowan Dartington is wholly owned by the St. James's Place Group and offers discretionary fund management and a range of additional complementary wealth management services.


Here at Harry Robinson Wealth Management we take into account how much you have to invest, the level of risk you are prepared to take, your tax position and your financial goals.


The value of an investment through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.


Bespoke Investment

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Whether you are looking to invest for capital growth or a regular income or maybe a combination of both? Either way Harry Robinson Wealth Management can provide you with the quality advice and a wide range of investment solutions to help you achieve your future financial goals. Options range from unit trusts, offshore bonds, plus many more. Talk to us today and tell us where you need to be.

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:

Building Your Wealth Together

1. Initial Consultation

We begin by understanding your financial goals, time horizon, and risk tolerance.

2. Customised Strategy Development

We design a personalised investment plan, utilising the extensive resources and expert fund managers of St. James's Place

3. Active Management and Review

We regularly review your investments, making adjustments as necessary to capitalise on opportunities and mitigate risks.

 

Our Advice Guarantee

Confidence in Every Recommendation

At Harry Robinson Wealth Management, your financial security is our top priority. That's why, as part of the St. James's Place Partnership, we offer a unique guarantee: the suitability of every piece of advice we provide, when recommending St. James's Place wealth management products and services, is fully guaranteed. This assurance means you can trust that our recommendations are tailored to your best interests, with more details available on the St. James's Place Group website.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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

There are various options, including stocks, bonds, mutual funds, and property. Each comes with its own set of risks and rewards. It's wise to discuss your specific needs and goals with Harry Robinson Wealth Management to determine the most suitable options for you.


Individual Savings Accounts (ISAs) 

ISAs provide a tax-efficient way to save and form the foundation of many portfolios, helping you save for the future.


Junior ISAs

A flexible, tax-efficient way to build a savings nest egg for children, accessible when they turn 18.


Unit Trusts

Unit trusts offer medium- to long-term capital growth and income. They also provide flexibility in managing your tax allowances, making them suitable for both individual investments and family planning.


Investment Bonds

Investment bonds provide tax-deferred withdrawals and potential capital growth. These are often used for investing within trusts and offer access to a wide range of asset classes.


Offshore Investments 

Offshore investments are useful if you plan to live outside the UK or expect changes in your tax rate. These offer a range of international assets and currencies, providing diversification opportunities.


Investing for Income

Harry Robinson Wealth Management offers a range of income-focused solutions, investing across various asset classes to build a diversified portfolio tailored to your needs.


Discretionary and Stockbroking Services

Through Rowan Dartington, a subsidiary of St. James's Place, we provide personalised wealth management services. Whether you want to take full control or delegate decisions, we can meet your investment preferences.


Portfolio Solutions

Harry Robinson through St. James's Place offers multiple portfolio solutions, including Polaris, InRetirement, and Growth Portfolios, designed to help you choose investments that are right for your financial goals.


For more tailored advice and guidance on these investment options, Harry Robinson Wealth Management can help you make informed decisions based on your unique needs and objectives.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Balancing risk and return is key to a successful investment strategy. This balance depends on your risk tolerance and financial objectives. Harry Robinson Wealth Management can help you navigate these decisions and tailor a plan that aligns with your comfort level.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Different investments have different tax treatments, such as capital gains and dividend taxes. Understanding these implications is essential to optimising your returns. Consulting with Harry Robinson Wealth Management can provide clarity and help you make tax-efficient investment choices.

Starting with a clear financial plan is crucial. It's important to understand your financial goals, time horizon, and risk tolerance. Harry Robinson Wealth Management can guide you through the process, offering personalised advice to help you begin your investment journey confidently.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Start Your Investment Journey Today

Take the first step towards financial growth. Contact us today to discuss how we can help you achieve your investment goals with confidence.