Life doesn’t always go to plan, which is why your financial planning should factor in the “what-ifs”. The future is full of life-changing events that can be both welcome and unwelcome, from weddings to unexpected illness. Uncertainty about how the future may affect your finances can make money management hard, and often a cause for stress and worry.
Harry Robinson, your Cardiff financial planning expert, seeks to simplify your financial planning to effectively help you plan for both milestones and those unexpected matters that arise either before or after they happen. We use a combination of experience and technology to give you peace of mind and confidence when it comes to your finances.
So whether your are based in Cardiff South Wales or as far as London's east coast, Harry Robinson Wealth Management can help.
Speak to us today to arrange a no obligation health check now.
Since graduating from the St. James’s Place academy with a diploma in financial planning, Harry works as an Appointed Representative of one of the leading wealth management organisations to help everyday people achieve their financial and retirement goals. Clients are firmly at the heart of the service Harry offers, as he strives to offer support and peace of mind in the long-term.
As part of Harry’s passion for making the complex world of financial management more attainable, he offers every client access to the unique financial planning tool called Voyant. Voyant is a goal-based, interactive planning tool that makes it possible to visualise your financial future, test different scenarios and instantly see the impact key decisions may have on future life events. From buying a new home to planning for retirement, Voyant is transforming the way people spend, save and retire.
1. Build
The simple and intuitive interface makes it easy for you to create and update your life plans.
2. Visualise
The tool will forecast your income, assets and liabilities throughout your lifetime, and show you the potential impact of small changes or key decisions.
3. Prepare
As you visualise the impact of “what-ifs” and road-bumps on your future goals, you can feel more prepared for what tomorrow may bring.
Harry Robinson Wealth Management Limited is an Appointed Representative of and represents only St. James's Place (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website here. The 'St. James's Place Partnership' and the title 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Harry Robinson Wealth Management Limited, company no: 13287117. Registered office address: 3 Park Mews, Park Place, Cardiff, United Kingdom, CF10 3DQ.
SJP Approved 29/07/2024
2024 All Rights Reserved | Harry Robinson Wealth Management
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