Your Trusted Financial Advisor in Swansea

Personalised Strategies: Tailored plans for growth, retirement, or wealth protection.

Local and National Expertise: Bristol insights with St. James’s Place support.

Holistic Management: Comprehensive services for investments, retirement, and estate planning.

Tailored Financial Advice for Individuals and Businesses in Swansea

At Harry Robinson Wealth Management, we are proud to provide expert financial advice to individuals, families, and businesses in Swansea. Whether you're planning for retirement, managing investments, or safeguarding your financial future, our team is here to help you achieve your goals with a personalised and professional approach.

 

Our Services

What Does a Financial Adviser Do?

    A financial adviser provides personalised advice and guidance to help you make informed decisions about your finances. At Harry Robinson Wealth Management, we specialise in:


    • Pension and Retirement Planning: Ensure a secure retirement with a tailored strategy to make the most of your savings.
    • Investment Management: Grow your wealth with personalised investment plans aligned with your goals.
    • Tax Planning: Minimise tax liabilities and maximise your financial position with efficient tax strategies.
    • Family and Business Protection: Safeguard your financial future with comprehensive protection solutions.

Why Choose Us?

Why Choose Harry Robinson Wealth Management as Your Swansea Financial Adviser?

Choosing the right financial adviser can make all the difference in securing your financial future. At Harry Robinson Wealth Management, we combine local knowledge with the extensive resources of St. James’s Place to deliver a bespoke service tailored to your needs.


  • Personalised Financial Solutions: We take the time to understand your goals and create a financial strategy that works for you.
  • Backed by St. James’s Place: Benefit from a trusted wealth management company with over 30 years of expertise.
  • Long-Term Client Relationships: We focus on building enduring partnerships, offering continued support as your financial needs evolve.
  • Local Expertise: Operating in Swansea, we understand the local market and are committed to serving the community.
 

Ensure a secure retirement with tailored pension plans. Our Bristol-based wealth management team helps you maximise your pension and retirement income, guiding you through investment strategies that align with your goals.

Grow and protect your wealth with expert advice from our Bristol wealth management specialists. We offer personalised investment strategies to help you achieve long-term financial success, whether you're investing for growth or income.

Safeguard your family and business with comprehensive protection solutions. Based in Bristol, we provide insurance and risk management strategies designed to secure your financial future against unexpected challenges.

Optimise your tax strategy with our Bristol wealth management team. We provide expert guidance on reducing tax liabilities through efficient planning, ensuring your wealth is preserved and protected across generations.

Our Process:

Maximising Your Tax Efficiency

1. Discovery

We begin by understanding your goals, current financial situation, and long-term aspirations.

2. Strategy Development

Based on your needs, we create a tailored financial plan that prioritises your objectives.

3. Ongoing Support

Financial planning is a continuous journey. We regularly review and update your strategy to ensure it remains aligned with your goals and market conditions.

 

Our Advice Guarantee

Financial Advisor Swansea: Working With Harry Robinson Wealth Management

When you choose Harry Robinson Wealth Management, you gain access to:


  • A trusted financial adviser in Swansea who understands your unique needs.
  • A comprehensive range of financial solutions backed by the resources of St. James’s Place.
  • Transparent, professional advice designed to help you achieve financial clarity and confidence.

Testimonials

FAQs

There are various ways to legally reduce income tax, such as pension contributions and tax-efficient investments. Harry Robinson Wealth Management can help you explore strategies tailored to your situation.

Capital Gains Tax applies when you sell assets like property or stocks at a profit. Discussing your options with Harry Robinson Wealth Management can help you manage and potentially reduce this tax.

Inheritance Tax can significantly impact the wealth you leave behind. Harry Robinson Wealth Management can guide you in creating a plan to protect your estate and reduce tax liability.

Yes, options like ISAs and certain pension plans offer tax advantages. Harry Robinson Wealth Management can help you choose investments that align with your goals while being tax-efficient.

Book Your No-obligation Consultation

Ready to take control of your financial future? Contact us today to arrange a free, no-obligation consultation with a trusted financial adviser in Swansea. Whether you're planning for retirement, managing investments, or protecting your family, we're here to help.