Financial Advice Expert
Harry Robinson is dedicated financial adviser who provides jargon free expertise and advice to help individuals and businesses reach their financial goals. Fully qualified with a wealth of experience in helping his clients reach their long- and short-term financial targets, Harry does more than help manage money and investments. He considers every aspect of his clients’ life, then works with them to come up with a personalised plan that adjusts as their life unfolds. Financial planning is a lifelong process — and Harry is there for every step of the journey.
Through bespoke achievable plans Harry offers a suite of products and services to help his clients take control of their finances. Harry through his own ambitious continuous professional development uses the latest cutting-edge techniques and tools to ensure his clients have future proof financial prospects. Everyone has an idea of where they want to be and when they want to be there, but very few know the exact route they should take. Harry explores various options, using clear conversations and tailored plans so his clients can make informed financial decisions. Specialising in helping to minimise tax, growing wealth and protecting client financial plans Harry offers honest and strategic advice across several areas, such as personal, corporate and specialist insurance solutions, pre/post retirement planning, investment solutions, tax-advantages investments and much more.
In a previous career Harry was privileged enough to play professional rugby for his country but after suffering a neck injury his rugby career ended prematurely at the age of 22. Due to Harry`s ambitious nature whilst playing for his country he trained to become a mortgage adviser with the end goal of becoming a financial adviser upon retiring from rugby. Harry has transferred many of the skills from his professional sporting career into his financial planning business including core values such as dedication, honesty, and teamwork. Harry`s ethos is making sure his clients feel in safe as they are truly are at the heart of his work.
Harry Robinson Wealth Management is an Appointed Representative of and represents only St. James`s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group`s wealth management products and services, more details of which are set out on the group`s website www.sjp.co.uk/products. The titles `Partner` and `Partner Practice` are marketing terms used to describe St. James`s Place representatives.
Harry was recommended to me by a business colleague recently. I have found Harry to be a very professional young man, who wants to get everything right. I was very impressed by the help provided which included giving me a cash flow forecast for my retirement, so I could easily see what needed to be done in order meet my targets. We now have a plan in place and everything has been done effortlessly (or so it seems to me!) and with a minimum of fuss. We will have a regular meeting to discuss keeping our plan on target and I no longer need to worry about my retirement. I would definitely recommend Harry to look after your finances