Secure Your Financial Future with Expert Guidance

It’s about your life, not just your money.

Your Wealth, Our Expertise. Tailored Financial Planning for Individuals, Families, and Businesses across Cardiff and South Wales.

Financial Confidence: Enjoy peace of mind with secure, expert financial guidance. tailored to your goals.

Personalised Strategies: Get customised solutions that evolve with your life stages.

Holistic Wealth Management: Protect and grow your wealth with comprehensive services.

Welcome to Harry Robinson Wealth Management

Struggling to plan for retirement? Unsure how to invest wisely? Worried about protecting your family and business? Without expert guidance, financial planning can be overwhelming and risky.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Our Wealth Management Services

Tailored Financial Strategies to Meet Your Needs

Pension and Retirement Planning

Secure your retirement with personalised advice

Investment and Wealth Management

Grow your wealth with strategic investments

Personal and Business Protection

Safeguard your future with comprehensive protection plans

Tax Planning

Optimise your wealth with effective tax strategies

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Trusts are not regulated by the Financial Conduct Authority.

 

Why Choose Us?

Expertise You Can Trust

With over a decade of experience and the backing of St. James's Place, we provide trusted advice with a personal touch, ensuring your financial goals are at the heart of everything we do.

St. James’s Place

Harry Robinson Wealth Management is a Partner Practice of 

St. James’s Place. Meaning that as a client, you will not only receive highly knowledgeable and personalised face-to-face advice, but also a distinctive approach to investment management.

So, regardless of your personal level of financial understanding, amount of capital or personal circumstances, Harry Robinson your Cardiff Wealth Management specialist will put you and your goals at the centre of everything we do to help realise a brighter financial future.  

 

Testimonials

Testimonials

“Harry has been great in helping me organise my affairs. He is clear, honest hardworking and everything we do is centred around my goals. It’s great to have someone who listens! I have complete faith in Harry and would not hesitate to recommend him to anyone.”

Chris Allen

Commercial Manager, Cardiff

"Harry has always gone above and beyond in ensuring my best interests. He provides honest, straightforward and trusthworthy advice that I can rely on. I do not hesitate recommending Harry to friends and family, as I know he provides an excellent service."

Adam Evans

Compliance Manager, Cardiff

"I am delighted to recommend Harry Robinson for the service he has provided me. His advice and professional approach is exemplary and I would recommend his services to anyone. I have found his approach in developing a personal relationship to be highly professional. He operates with integrity and he is very trustworthy. Highly recommended, thank you Harry!”

Neil Edwards

“Harry Robinson is a hardworking, conscientious and very professional adviser. His primary focus is on client interests and I am extremely satisfied with the service that I have received from him. So much so, in fact that I have already recommended him to a friend who has a similar need, and athat friend has already given me very positive feedback."

Chris Brown

Cardiff

“I have found working with Harry absolutely effortless. As a busy man Harry always ensures everything is efficient, concise & exactly what I need. After working with Harry I feel in very safe & knowledgeable hands. Look no further if your looking for financial advice.”

Chris Brown

Cardiff

“Thank you Harry for your patience and support and for your excellent financial advice. You made me feel confident that I am in good hands and I have complete faith in the advice you have provided. Harry is welcoming and professional and his clear expert knowledge creates a high level of trust. This approach is personally focused. I would fully recommend his services.”

Hazel Robinson

 Director, Cardiff

“Harry has provided an exceptional service both to myself and my company, professional together. He is very trustworthy and reliable and I have been delighted with the investment portfolio provided”

Philip Davies

Director, Swansea

How can we help? 

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Build or preserve
your wealth

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Protect yourself, your family or business

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Financial Planning

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Get the most out of your retirement

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Are you an existing client? 

Take the First Step Towards Financial Confidence

Your journey to financial security starts with a conversation. Contact us today to schedule your free financial health check and discover how we can help you achieve your financial goals.