Grow Your Wealth with a Tailored Strategy: Achieve financial growth with a personalised investment plan.
Secure Your Future with Diversified Investments: Balance risk and return with a well-diversified portfolio.
Maximise Returns with Expert Guidance: Optimise your investments with professional advice.
Investing wisely is key to growing your wealth and achieving your financial goals. At Harry Robinson Wealth Management, we understand that each client has unique investment aspirations and risk tolerance. With our expertise and the support of St. James's Place, we provide tailored investment strategies designed to secure your financial future.
Without a clear strategy, these concerns can prevent you from achieving your financial goals. It’s vital to have a plan that aligns with your aspirations and adapts to market conditions.
At Harry Robinson Wealth Management, we offer more than just investment advice—we offer a partnership in building your financial future. With the backing of St. James's Place, a renowned wealth management firm, we provide:
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Investing wisely is key to growing your wealth and achieving your financial goals. At Harry Robinson Wealth Management, we understand that each client has unique investment aspirations and risk tolerance. With our expertise and the support of St. James's Place, we provide tailored investment strategies designed to secure your financial future.
ISAs offer a tax-efficient way to save and form the foundation of many portfolios. Junior ISAs extend this benefit to children, providing a flexible, tax-free savings option that becomes accessible when they turn 18. Both are excellent options for building a future nest egg.
The favourable tax treatment given to ISAs is subject to changes in legislation and may not be maintained in the future.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Unit trusts offer medium- to long-term capital growth and income. They also provide flexibility in managing your tax allowances, making them suitable for both individual investments and family planning.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Investment bonds provide tax-deferred withdrawals and potential capital growth. These are often used for investing within trusts and offer access to a wide range of asset classes.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Offshore investments are useful if you plan to live outside the UK or expect changes in your tax rate. These offer a range of international assets and currencies, providing diversification opportunities.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Through Rowan Dartington, a subsidiary of St. James's Place, we provide personalised wealth management services. Whether you want to take full control or delegate decisions, we can meet your investment preferences.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
St. James's Place offers multiple portfolio solutions, including Polaris, InRetirement, and Growth Portfolios, designed to help you choose investments that are right for your financial goals.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
We begin by understanding your financial goals, time horizon, and risk tolerance.
We design a personalised investment plan, utilising the extensive resources and expert fund managers of St. James's Place
We regularly review your investments, making adjustments as necessary to capitalise on opportunities and mitigate risks.
At Harry Robinson Wealth Management, your financial security is our top priority. That's why, as part of the St. James's Place Partnership, we offer a unique guarantee: the suitability of every piece of advice we provide, when recommending St. James's Place wealth management products and services, is fully guaranteed. This assurance means you can trust that our recommendations are tailored to your best interests, with more details available on the St. James's Place Group website.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
There are various options, including stocks, bonds, mutual funds, and property. Each comes with its own set of risks and rewards. It's wise to discuss your specific needs and goals with Harry Robinson Wealth Management to determine the most suitable options for you.
Individual Savings Accounts (ISAs)
ISAs provide a tax-efficient way to save and form the foundation of many portfolios, helping you save for the future.
Junior ISAs
A flexible, tax-efficient way to build a savings nest egg for children, accessible when they turn 18.
Unit Trusts
Unit trusts offer medium- to long-term capital growth and income. They also provide flexibility in managing your tax allowances, making them suitable for both individual investments and family planning.
Investment Bonds
Investment bonds provide tax-deferred withdrawals and potential capital growth. These are often used for investing within trusts and offer access to a wide range of asset classes.
Offshore Investments
Offshore investments are useful if you plan to live outside the UK or expect changes in your tax rate. These offer a range of international assets and currencies, providing diversification opportunities.
Investing for Income
Harry Robinson Wealth Management offers a range of income-focused solutions, investing across various asset classes to build a diversified portfolio tailored to your needs.
Discretionary and Stockbroking Services
Through Rowan Dartington, a subsidiary of St. James's Place, we provide personalised wealth management services. Whether you want to take full control or delegate decisions, we can meet your investment preferences.
Portfolio Solutions
Harry Robinson through St. James's Place offers multiple portfolio solutions, including Polaris, InRetirement, and Growth Portfolios, designed to help you choose investments that are right for your financial goals.
For more tailored advice and guidance on these investment options, Harry Robinson Wealth Management can help you make informed decisions based on your unique needs and objectives.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Balancing risk and return is key to a successful investment strategy. This balance depends on your risk tolerance and financial objectives. Harry Robinson Wealth Management can help you navigate these decisions and tailor a plan that aligns with your comfort level.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Different investments have different tax treatments, such as capital gains and dividend taxes. Understanding these implications is essential to optimising your returns. Consulting with Harry Robinson Wealth Management can provide clarity and help you make tax-efficient investment choices.
Starting with a clear financial plan is crucial. It's important to understand your financial goals, time horizon, and risk tolerance. Harry Robinson Wealth Management can guide you through the process, offering personalised advice to help you begin your investment journey confidently.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Take the first step towards financial growth. Contact us today to discuss how we can help you achieve your investment goals with confidence.
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
