I was made to feel comfortable talking about my finances and the conversation moved at my pace. I loved how everything was broken down into manageable steps for me.
Anche se non controlliamo le affermazioni specifiche, trattandosi di opinioni personali, etichettiamo le recensioni come “Verificate” quando riusciamo a confermare che c'è stata un'interazione commerciale effettiva. Leggi di più
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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
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
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
Dettagli dell'azienda
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.
Our services
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.
Through one-to-one coaching, financial planning or wealth management, we'll help you balance how your income, savings and ambitions can work together.
Financial planning
We'll explore what matters to you with an initial free consultation and discovery session.
Once we understand your objectives, we'll create your personalised plan with our recommendations.
When you're happy, we'll put your plan into action and make sure you stay on track for the life you want to live.
Tax planning
Navigate the complexities of tax planning with our support.
We'll structure your assets to maximise efficiency throughout your lifetime and beyond, helping you make the most of the tax allowances and reliefs available to you.
Estate planning
Create a financial plan to preserve your wealth, safeguard your legacy and protect those you care about most.
We'll put in place the foundations and structuring to support you and your family across generations.
Protection services
Life is full of uncertainties. But we can help you protect what's important to you.
From life insurance through to income protection, we'll put in place tailored solutions to create a safety net for you and your loved ones, helping you remain financially secure whatever challenges life may bring.
Wealth and private office services
For families, for business owners and for private individuals, we deliver bespoke wealth plans to help you achieve financial goals with confidence.
From investments and retirement planning through to complex tax structuring, your dedicated wealth manager, along with a wider team of professionals, will provide expert ongoing support.
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.
Our services
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.
Through one-to-one coaching, financial planning or wealth management, we'll help you balance how your income, savings and ambitions can work together.
Financial planning
We'll explore what matters to you with an initial free consultation and discovery session.
Once we understand your objectives, we'll create your personalised plan with our recommendations.
When you're happy, we'll put your plan into action and make sure you stay on track for the life you want to live.
Tax planning
Navigate the complexities of tax planning with our support.
We'll structure your assets to maximise efficiency throughout your lifetime and beyond, helping you make the most of the tax allowances and reliefs available to you.
Estate planning
Create a financial plan to preserve your wealth, safeguard your legacy and protect those you care about most.
We'll put in place the foundations and structuring to support you and your family across generations.
Protection services
Life is full of uncertainties. But we can help you protect what's important to you.
From life insurance through to income protection, we'll put in place tailored solutions to create a safety net for you and your loved ones, helping you remain financially secure whatever challenges life may bring.
Wealth and private office services
For families, for business owners and for private individuals, we deliver bespoke wealth plans to help you achieve financial goals with confidence.
From investments and retirement planning through to complex tax structuring, your dedicated wealth manager, along with a wider team of professionals, will provide expert ongoing support.
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.
Informazioni di contatto
One London Wall, EC2Y 5EA, London, Regno Unito
- 02070826420
- personalwealthsharedmailbox@hymans.co.uk
- www.hymanspersonalwealth.co.uk
4,8
Eccellente
96 recensioni
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Future Proofing our Future
Carol has been a terrific support. She is so knowledgeable and approachable. There is no such thing as a silly question and we now know where we stand with our pension and our future. Thank you Carol 🌟
1 febbraio 2024
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Risposta di Hymans Robertson Personal Wealth
Thank you so much Nicola 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 to Carol.
Financial review and restructuring advice
Many thanks to the team at HRPW led by Jeff in Scotland for excellent advice and support as we reviewed and then implemented changes to the way we structure and manage our investments. everyone in the team was highly professional and the support throughout was first class
6 novembre 2023
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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 to Jeff and the team.
Excellent Service
We were introduced to Carol by our accountants about 15 years ago. Right away she made us feel at ease and since then she has been instrumental in setting up our long term investment and pension plans giving us sound advice along the way. We have now retired and more than ever we realise that Carols advice back then was invaluable.
So when we heard that Carol had returned to the industry without hesitation we were happy to transfer all our investments over to Hymans Robertson under Carols management, a process that was effortless for us.
We have an ongoing project which has cost significantly more than first anticipated. Carol has provided great financial support and advice enabling us to release funds but at the same time safeguarding our long term retirement plan, reassuring us. Carol is friendly very knowledgeable, professional and I would highly recommend her services.
Gordon and Freddie McShannock
6 dicembre 2023
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Risposta di Hymans Robertson Personal Wealth
Hi Gordon and Freddie, 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 to Carol.
Received retirement planning financial…
Received retirement planning financial advice from Ed Faulkner. The advice was very helpful and its implementation will, I expect, cover the cost of the advice many times over. Ed was very responsive, professional, friendly and easy to work with.
1 novembre 2023
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Risposta di Hymans Robertson Personal Wealth
Hi Andrew, 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 to Ed.
A great personal relationship.
My wife and I were introduced to Hymans Robertson via a sponsored teams call by my employer early in 2023.
Arranged a free consultation with one of their advisers Edward Faulkner. Since then we have had several teams calls along with sound financial planning and analysis. In fact I would say Ed has given a very personal service and complete piece of mind that he is looking for our very best financial interests. All of this feeling that a personal service and relationship has been struck up with Ed. We look forward to a great relationship as I retire this year and have confidence that our interests are being looked after.
1 gennaio 2024
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Risposta di Hymans Robertson Personal Wealth
Hi Jonathan, 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 to Edward.
Friendly Professional Service
We have known Carol for a number of years and were delighted to hear that she had returned to the industry with HRPW, this made transferring the easiest decision ever. Personal finances can be quite emotional but Carol is very friendly, professional and takes time to ensure that everything is understood. We’re looking forward to our next review in a few months and more importantly early retirement in 12-18 months.
Carol is an asset to the business and we look forward to the future.
15 dicembre 2023
Non scritta su invito
Risposta di Hymans Robertson Personal Wealth
Hi Tom, 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 to Carol.
In expert hands
My husband and I have known Carol for many years and have complete trust in her and how she represents the company.
Always available, always ready and willing to listen and always delivering the best advice in the most personalised and comprehensive way.
We've had significant changes and family events which with the best help, support and advices from Carol, have taken any worry away and have enabled us to take those decisions with confidence.
We feel pension ready, which was
always the goal for us ahead of being pension age and believe that with good planning we are where we need to be financially .
We feel in very good hands and completely reassured for the future.
15 dicembre 2023
Non scritta su invito
Risposta di Hymans Robertson Personal Wealth
Hi Gloria, 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 to Matt.
Continued First Class Service and Advice
Being a cautious person with my money I am always wary of financial advisers but a close friend recommended Carol and the team at HRPW and I am so glad he did.
Professional and friendly, listen to my needs now and future and make sure I understand all the advice. Took all the stress of transferring from other firms. The continue support is great. Have no doubts in recommending to others.
6 dicembre 2023
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Risposta di Hymans Robertson Personal Wealth
Hi Ann, 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 to Carol.
Excellent service from Matt with my…
Excellent service from Matt with my pension planning.
20 dicembre 2023
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Risposta di Hymans Robertson Personal Wealth
Hi Ed, 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 to Matt.
EXTREMELY IMPRESSED
Having been with another financial establishment for the last few years the difference with regards to professionalism, clear and concise information and response time to our questions is like night and day. Carol. Amy, Hannah and team have made our transition so straightforward and we would have absolutely no problem with recommending HRPW to friends and family (which i have been doing as i don't want others to struggle with financial advice the way we did previously!)
19 dicembre 2023
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Risposta di Hymans Robertson Personal Wealth
Hi Mandy, 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 to Carol, Amy, Hannah and the supporting the team.
Expert Financial Planning
Carol is professional, straightforward and I trust her judgement implicitly. My recent financial review made complete sense and Carol advised on a big decision I have to make this year which will impact on my finances.She got my head out of the sand and I see that I have choices. She is a star.
14 dicembre 2023
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Risposta di Hymans Robertson Personal Wealth
Hi Karen, 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 to Carol.
Excellent and professional service…
Excellent and professional service provided by Carol, Amy and the supporting team. I have worked with Carol for many years but moved with her to Hymans Robertson and would highly recommend her for all your pension and wealth support!
14 dicembre 2023
Non scritta su invito
Risposta di Hymans Robertson Personal Wealth
Hi Tony, 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 to Carol, Amy and the supporting the team.
First Class
Amazing service provided by Carol. I transferred from another firm and I was naturally cautious about how easy the transition would be - I needn’t have worried, the whole process was very simple.
Carol is professional, friendly and approachable. She explains everything in a clear and straightforward manner. I’m very happy with the first class service I receive.
19 ottobre 2023
Non scritta su invito
Risposta di Hymans Robertson Personal Wealth
Hi Jillian, 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 to Carol.
Wonderful service from Carol and her…
Wonderful service from Carol and her back-up team. Easy transition from another firm and could not be happier with the move or the service received to date. Everything explained in layman’s terms making me confident and happy with my investment choices.
11 giugno 2023
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Risposta di Hymans Robertson Personal Wealth
Hi Lynne, 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 to Carol.
Another professional review of my…
Another professional review of my investments with Carol. Additional support of managing the app was very much appreciated.
4 dicembre 2023
Non scritta su invito
Risposta di Hymans Robertson Personal Wealth
Hi Jackie, 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 to Carol.
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