Banner for Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth Omdömen 

97
•
TrustScore 5 av 5

4,8

Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer

För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer

Det här tycker kunderna

Betygsatt 5 av 5 stjärnor

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... Se mer

Företaget har svarat

Betygsatt 4 av 5 stjärnor

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... Se mer

Företaget har svarat

Betygsatt 5 av 5 stjärnor

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... Se mer

Företaget har svarat

Betygsatt 5 av 5 stjärnor

Very professional, made us feel looked after, answered all our questions clearly.

Företaget har svarat

Företagsinformation

  1. Ekonomisk rådgivning
  2. också i
  3. Finansiell planerare

Om Hymans Robertson Personal Wealth

Skrivet av företaget

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.

Find out more

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.

Our services

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.

Find out more

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.

Our services

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.

Meet our team


Kontaktuppgifter

4,8

Utmärkt

TrustScore 5 av 5

97 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

Ber kunder att lämna omdömen

Detta företag bjuder in sina kunder att lämna omdömen – oavsett om de är positiva eller negativa

Så använder företaget Trustpilot

Se hur deras omdömen och betyg hämtas, betygsätts och modereras.

4,8

Alla omdömen

(97)

22 omdömen under de senaste 12 månaderna

Skriv ett omdöme
Företag på Trustpilot får inte erbjuda incitament eller betala för att dölja omdömen. Omdömen är enskilda användares åsikter och inte Trustpilots åsikter. Läs mer

Betygsatt 5 av 5 stjärnor

Very professional

Very professional, made us feel looked after, answered all our questions clearly.

8 september 2026
Logotyp för Hymans Robertson Personal Wealth

Svar från Hymans Robertson Personal Wealth

Thank you for leaving this review Robert. We are so glad you felt looked after, we'll pass your kind words over to the team.

Betygsatt 5 av 5 stjärnor

Valuable experience

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.

28 juli 2026
Logotyp för Hymans Robertson Personal Wealth

Svar från Hymans Robertson Personal Wealth

Thank you so much for leaving this review, Carla. It’s wonderful to hear you had a valuable experience, we’ll pass your kind words over to the team.

Betygsatt 5 av 5 stjärnor

Definitely worth booking a session

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 savings.

30 juli 2026
Logotyp för Hymans Robertson Personal Wealth

Svar från Hymans Robertson Personal Wealth

Thank you for leaving this review, Siobhan. It’s fantastic to hear Callum was incredibly helpful, we’ll pass your kind words onto him.

Betygsatt 5 av 5 stjärnor

Such good service.

Great! Concise and easy to understand explanations of options available to me. I feel much better now about my future prospects.

22 juni 2026
Logotyp för Hymans Robertson Personal Wealth

Svar från Hymans Robertson Personal Wealth

Thank you for taking the time to leave this review Ilona. We’re are so pleased you had a great service and will pass on your kind words to the team.

Betygsatt 5 av 5 stjärnor

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 juni 2026
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

Great conversation with Callum which…

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

1 juni 2026
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

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 april 2026
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

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 februari 2026
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från Hymans Robertson Personal Wealth

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.

Betygsatt 5 av 5 stjärnor

Liam was attentive and gave me some…

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

22 december 2025
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 4 av 5 stjärnor

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 januari 2026
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

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 januari 2026
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

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 januari 2026
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

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 januari 2026
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

Meeting with Liam Duffy

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

2 september 2025
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 4 av 5 stjärnor

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 december 2025
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från Hymans Robertson Personal Wealth

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.

Betygsatt 5 av 5 stjärnor

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 november 2025
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

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 november 2025
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

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 november 2025
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

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 november 2025
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Betygsatt 5 av 5 stjärnor

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 november 2025
Omdöme utan inbjudan
Logotyp för Hymans Robertson Personal Wealth

Svar från 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.

Detta är Trustpilot

Vem som helst får skriva ett omdöme på Trustpilot. Den som skriver ett omdöme äger sitt omdöme och detta innebär att personen i fråga kan redigera eller ta bort sitt omdöme när som helst. Omdömen finns kvar på Trustpilot sålänge omdömeslämnarens konto är aktivt.

Vi skyddar vår plattform med hjälp av dedikerade medarbetare och smart teknologi. Läs mer om hur vi bekämpar falska omdömen.

Läs mer om omdömesprocessen på Trustpilot.

Här är 8 tips på hur man kan skriva omdömen på bästa sätt.

Verifieringen hjälper till att säkerställa att det är riktiga människor som skriver omdömena som du läser på Trustpilot.

Att erbjuda belöningar för omdömen eller att bara be en viss grupp personer att skriva ett omdöme kan påverka företagets TrustScore. Detta strider mot våra riktlinjer.

Läs mer