What our clients say
Well, I didn’t expect that the business of sorting out my finances would turn out to be
so interesting. As a person who looks for the nearest exit at the first mention of sums
I was happy to own my fears and hand that responsibility to “the man who does”.
Not so … Paolo Roberts insisted that I be led gently (and firmly) into understanding
how MY hard earned cash could be working for ME even in 2015. Every step was
carefully explained, options presented and I can now say that I have achieved a basic
understanding of how it all works and why we have chosen to invest my savings the
way they have been. I feel I am part of a team managing my savings and not just
another box that has been ticked and am confident that my interests will be well
looked after by HRW in the future.
When both myself and my wife retired, we found that our savings were not producing
anywhere near the returns we required. Trying to improve the situation ourselves and
make our money work harder we struggled to find good products.
We were then introduced to Paolo Roberts, who gave an unbiased view of our
situation. He then proceeded to search on our behalf for more productive products
with better returns.
Having now taken onboard three financial schemes that Paolo suggested, we find our
savings are now working very much more productively than before.
Paolo's knowledge and advice has proved very beneficial to our "nest egg".
It’s been a real pleasure to deal with Paolo and his business HRW Financial Consultants Ltd. I have
found his advice and services to be informative, secure and as importantly both professional and
Paolo has personally been able to manage and guide me through a number of financial decisions and
has always provided informative and importantly understandable information in a timely manner.
He has also been able to research information and introduce to other areas of expertise as required.
I would have no hesitation in recommending Paolo and company HRW Financial Consultants Ltd on a
professional and I’m also pleased to say, personal basis, to friends or business contacts.
Advising on Final Salary /Defined Benefit pension schemes and with many years experience of giving clear and high quality advice, we specialise in retirement planning and investments, helping you now to plan for a wealthier retirement. HRW Financial Consultants is an independent advice practice. I can offer friendly professional face to face advice to you in our offices, or at your home or place of work, at times to suit you. The first meeting is at my cost (free to you) and an opportunity for each of us to get to know one another. I like to build deep and long lasting professional relationships with all my clients. We build long lasting trusted relationships by managing your finances to achieve your lifelong goals. My core offering is advice, recommendation and on-going review of your financial circumstances supported by cutting edge research.
We listen to what our clients want to achieve and provide the solutions which are easy to understand, even if the mechanics are complicated. Ours is a very personal service, although we employ cutting edge technology to help our research and analysis. We present the results face to face in a comprehensive but simple format. I build lasting trusted relationships by managing your finances to achieve your lifelong goals, while going the extra mile in every scenario. I have also been frequently invited onto BBC Radio Wales to offer financial industry commentary and opinion to hundreds of thousands of listeners.