Secure Your Future with Expert Pension Planning

Tailored Pension Plan: Get a plan uniquely designed for your goals and needs.

Boost Pension Growth: Leverage expert strategies for maximum fund growth.

Secure Your Retirement: Ensure financial stability throughout your retirement.

Take Control of Your Retirement with Trusted Guidance

At Harry Robinson Wealth Management, we believe that a secure retirement doesn’t happen by chance—it’s the result of careful planning and expert advice. With over a decade of experience and the backing of St. James's Place, we provide personalised pension solutions that evolve with you, ensuring your retirement is as fulfilling as your career.

 

The Challenge: Are You Confident in Your Retirement Plan?

  • Are you uncertain if your current pension will support your desired lifestyle?
  • Concerned about navigating complex pension rules and tax implications?
  • Worried about making the right investment choices to grow your pension fund?

Without a strategic plan, these concerns can lead to financial uncertainty in retirement. It’s crucial to have a tailored approach that addresses your unique needs.

Why Choose Us?

Expertise Backed by

St. James's Place

We are not just advisors; we are your partners in securing a prosperous retirement. By collaborating with St. James's Place—a leading wealth management company known for its rigorous standards and comprehensive investment options—we bring you:


  • Tailored Advice: Whether you're early in your career, mid-life, or nearing retirement, we design strategies that match your specific goal
  • Ongoing Support: Retirement planning is not a one-time event. We offer continuous reviews to adapt your plan as your life change
  • Expertise in Complex Areas: From maximising tax efficiency to selecting the right investment mix, we handle the complexities so you can focus on enjoying life.
 

Where Are You?

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Whether you are embarking on a new and exciting career within the corporate space, starting a family or counting down the days to retirement, pension planning should be a key focus for us all. We all have different ideas of what a comortable retirement looks like not to mention contrasting needs and priorities. We recognise this at Harry Robinson Wealth Management so this is why we offer a simple yet highly personalised retirement advice service. Where do you need to be?  


Time on your side?

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With retirement deemed to be sometime away, now is the time to seize the opportunity to effectively plan for upcoming financial milestones and your ultimate dream lifestyle.


Counting down the days?

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Now is the time to expertly fine tune and execute the final phase of your retirement to help realise your most comfortable lifestyle.

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:

Your Journey to a Secure Retirement

1. Discovery

We begin by understanding your retirement dreams and financial landscape.

2. Strategy Development

We craft a customised pension plan, leveraging St. James's Place's diverse investment portfolio.

3. Continuous Review

We regularly review your plan, ensuring it remains aligned with your goals and market conditions.

 

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.

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

Most pensions can be accessed from age 55 (57 from 2028), but early withdrawals can affect your long-term financial security. Discuss your best options with Harry Robinson Wealth Management to make informed decisions.

Pension income is generally taxable, though you can often take 25% tax-free. Understanding the tax implications is crucial, and Harry Robinson Wealth Management can help you navigate this.

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.

UK residents can choose from a range of pension options, including workplace pensions, personal pensions, and the State Pension. More specialised options include Self-Invested Personal Pensions (SIPPs), trustee schemes, retirement plans, and drawdown plans, along with access to annuities. Each option offers unique benefits and complexities. Harry Robinson Wealth Management can guide you through these choices to help you find the most suitable pension strategy for your needs and goals.

Plan Your Ideal Retirement Today

Don’t leave your retirement to chance. Schedule a consultation with us today to start building a pension plan that ensures you can live the life you’ve envisioned.