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Hymans Robertson Personal Wealth Recensioni 

95
TrustScore 5 su 5

4,8

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Scopri cosa dicono le persone

Valutata 5 stelle su 5

Callum was incredibly helpful. He answered all my questions about my finances in a way I could actually understand and without judgement. Was great to find out what my options are and get tips on savi... Leggi di più

Valutata 5 stelle su 5

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 ou... Leggi di più

L'azienda ha risposto

Valutata 4 stelle su 5

James and his team are knowledgeable and helpful. They provided us with clear advice, guidance and recommendations for actions we can take to secure and improve our retirement plans including forecast... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

Great conversations with James. We have had several conversations with James from Hymans Robertson about cash flow and retirement planning. They were simple and easy to understand for complete finan... Leggi di più

L'azienda ha risposto

Dettagli dell'azienda

  1. Consulente finanziario
  2. Pianificatore finanziario

Informazioni su Hymans Robertson Personal Wealth

Scritti dall'azienda

We provide expert support to get the most from your money. Whether you need help with your own finances, or if you're an employer looking to improve your people's financial wellbeing, we can help.

Individuals

For individuals we provide tailored financial planning, wealth management and coaching to help you achieve your financial goals. We tailor our support to your needs, helping you make big and small financial decisions with confidence – from the beginning of your career through to retirement.

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Employers

For employers we deliver flexible financial wellbeing programmes matched to the needs of your people, including financial coaching, one-to-one guidance, workshops and financial planning. We’re here to support greater financial wellbeing and security across the whole workforce.

Find out more

Delivered by a team who care

As a certified B Corporation, we’re driven by purpose and conscious of our social and environmental impact. These values are brought to life by the actions of our team.

Our highly qualified, regulated financial experts work in partnership with you, empowering you to make choices that help you achieve your financial goals.

Meet our team


Informazioni di contatto

4,8

Eccellente

TrustScore 5 su 5

95 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
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4,8

Tutte le recensioni

(95)

34 recensioni negli ultimi 12 mesi

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Valutata 5 stelle su 5

Callum at Hymans Robertson Personal…

Callum at Hymans Robertson Personal Wealth was friendly, approachable, and informative. I came away from the session with clear goals and practical resources that will support me on my financial journey.

1 giugno 2026
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Sophia. We're delighted that your experience was a positive one and will pass on your kind words onto Callum.

Valutata 5 stelle su 5

Great conversation with Callum which…

Great conversation with Callum which set my mind at ease with what I am planning on doing financially.

1 giugno 2026
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Ester. We're delighted that your experience was a positive one and will pass on your kind words onto Callum.

Valutata 5 stelle su 5

Feedback on Financial Advice

The advice I received from Edward was very clear. He quickly identified the gaps in terms of insurance cover I likely needed and also gave good advice on how I could get my savings to work harder. He listened attentively and I did not feel rushed into making decisions.

13 aprile 2026
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Madeline. We're delighted that your experience was a positive one and will pass on your kind words onto Edward.

Valutata 5 stelle su 5

Lewis Coglan was very insightful and…

Lewis Coglan was very insightful and helpful. As I work in Finance, I thought I was very conversant with matters finance but he highlighted subject matter I had not considered before which was a massive value add.

10 febbraio 2026
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Thank you so much for taking the time to leave this review Geoffrey. We're delighted that your experience was a positive one and will pass on your kind words onto Lewis.

Valutata 5 stelle su 5

Liam was attentive and gave me some…

Liam was attentive and gave me some really solid advice to help me reach my goals

22 dicembre 2025
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Liam.

Valutata 4 stelle su 5

Great Advise

I had a 121 with Lewis. Based on the questions I asked, the answer was relevant and prompt with the solution required.

20 gennaio 2026
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Sarb. We're delighted that your experience was a positive one and will pass on your kind words onto Lewis.

Valutata 5 stelle su 5

A very helpful initial consultation…

A very helpful initial consultation with Stephen Pryor who was able to answer some specific questions that I had, do a quick assessment of priorities and identify some action points.

15 gennaio 2026
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Stephen.

Valutata 5 stelle su 5

A common sense approach to investing!

Ed was my adviser in the process, and straight from the start he was well-informed, thorough and helped to formulate a great plan to achieve my financial goals; in a friendly manner!
The reports are written in a clear, understandable way, with enough information to enable you to reach an adequate conclusion.
Well done!

7 gennaio 2026
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Richard. We're delighted that your experience was a positive one and will pass on your kind words onto Ed.

Valutata 5 stelle su 5

Intuitive and efficient service

I met with Stuart Pryor and had couple of discussions about my financial position over the phone. He was excellent: fast onto the key issues, asked good questions and made helpful and targeted suggestions. I highly recommend him.

6 gennaio 2026
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Rob. We're delighted that your experience was a positive one and will pass on your kind words onto Stuart.

Valutata 5 stelle su 5

Meeting with Liam Duffy

Valuable meeting. We found it very insightful and useful. With follow up and recommendations.

2 settembre 2025
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Michael. We're delighted that your experience was a positive one and will pass on your kind words onto Liam.

Valutata 4 stelle su 5

Helpful tailored advice and information

Liam arrived on time, was friendly and professional. I was given information based on my questions it was broken down and communicated in an understandable way. I was offered a follow up appointment.

12 dicembre 2025
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Thank you so much for taking the time to leave this review Chetna. We're delighted that your experience was a positive one and will pass on your kind words onto Liam.

Valutata 5 stelle su 5

Very helpful

Joe provided some really helpful, rounded advice and helped me get in touch with the right people to continue and further my financial planning. I would certainly recommend Hymans Robertson as trustable financial advisors

26 novembre 2025
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Jahan. We're delighted that your experience was a positive one and will pass on your kind words onto Joe.

Valutata 5 stelle su 5

I have an excellent ongoing experience…

I have an excellent ongoing experience working with Georgia Hall. She is professional, approachable, and genuinely committed to helping.

Georgia went above and beyond to ensure everything was handled smoothly. I wouldn’t hesitate to recommend her to anyone looking for reliable, professional service.

17 novembre 2025
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Georgia.

Valutata 5 stelle su 5

Pension Advice

Graeme, took the time to understand my circumstances and gave me straight forward information which helped me cut through the pension jargon and see how retirement is possible. Highly recommended.

10 novembre 2025
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Andrew. We're delighted that your experience was a positive one and will pass on your kind words onto Graeme.

Valutata 5 stelle su 5

Graeme Robertson

Graeme offered helpful, concise guidance on the various options open for me. He had an immediate understanding of my financial situation and presented the various options. He has opened up the various possibilities which will present themselves as I get nearer to retirement. A great help, many thanks.

13 novembre 2025
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Mark. We're delighted that your experience was a positive one and will pass on your kind words onto Graeme.

Valutata 5 stelle su 5

Stuart Pryor was excellent

Stuart Pryor assessed and ascertained my situation quickly after a brief Q&A. He gave me reasoned advice based on my circumstances including steps to follow and pitfalls to avoid. I'll be actioning those shortly and will diarise any follow ups.

11 novembre 2025
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Stuart.

Valutata 5 stelle su 5

Georgia Hall the Pension Translator

Georgia Hall helped me navigate the many options for pensions and offered general financial advice, and she talked to me like I was a human and on the same level as her, instead of assuming I should already know everything!

She is a highly skilled financial advisor, and I would highly recommend her to anyone who is looking for one.

23 ottobre 2025
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Kyan. We're delighted that your experience was a positive one and will pass on your kind words onto Georgia.

Valutata 5 stelle su 5

Good support at all stages

As a risk averse investor Graeme offered clear advice and answered all my questions regarding my accounts. Every effort was made to support me at all stages of the process.

24 ottobre 2025
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Risposta di Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Graeme.

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