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Hymans Robertson Personal Wealth
Hymans Robertson Personal Wealth
Initial consultation free
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
We can advise you on
Clients
helped
184
Minimum
pension value
£250k+
Minimum
wealth
£250k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Sheetal Radia
Chartered Wealth Manager
Carol Sneddon
Chartered Financial Planner
What our clients say
c
Client
James was both professional and friendly, and I found him very understanding. The session was really valuable as it got me thinking about things which I had put on the back burner and encouraged me to actually do something about them. I have now made changes by increasing my pension contribution, finding out when my mortgage deal ends, and making a plan of action for that time, and I have diarised making a will during the free will writing week that James highlighted. To read more of our reviews, please visit: <url hidden> We are proud to have earned a 5-star rating!
c
Client
My IFA is Sheetal Radia and he’s excellent. Very thorough with great attention to detail - he checked through my work contracts to ensure I was properly protected, has saved me money through great pension advice and has generally ensured that I am in a secure financial position (advised on establishing powers of attorney etc). He’s responsive and persistent for my benefit. Very happy to recommend. To read more of our reviews, please visit: <url hidden> We are proud to have earned a 5-star rating!
c
Client
Working with HRPW has been a hugely positive experience. Matt and the team provided us with the advice and reassurance that we sought in the lead up to retirement. Our conversations and the HRPW reports showed that our circumstances were understood and fully considered. Any questions were answered quickly and clearly. Having a free discovery session is a great way to meet the advisor and discuss your specific needs in detail. The service cost is clear and transparent and there is no pressure to purchase additional services. All in all, we highly recommend Matt and the team at HRPW. To read more of our reviews, please visit: <url hidden> We are proud to have earned a 5-star rating!
c
Client
Nearing retirement, Sarah & I were facing our future with a degree of trepidation. How much do we need in retirement? Have we saved enough? When can we actually retire? Having found HRPW and our advisor Carol we are now clear on our choices and our future! Thanks Carol for all your help and support in taking us through a confusing and stressful time and setting us up for an exciting future. Just wish we’d found HRPW and Carol sooner! To read more of our reviews, please visit: <url hidden> We are proud to have earned a 5-star rating!
Compliance
Hymans Robertson Personal Wealth LLP is authorised and regulated by the Financial Conduct Authority. The company is registered in England with registration number OC433773.
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