Secure Your Future with Expert Pension Planning

Tailored Pension Plan: Get a plan uniquely designed for your goals and needs.

Boost Pension Growth: Leverage expert strategies for maximum fund growth.

Secure Your Retirement: Ensure financial stability throughout your retirement.

Take Control of Your Retirement with Trusted Guidance

At Harry Robinson Wealth Management, we believe that a secure retirement doesn’t happen by chance—it’s the result of careful planning and expert advice. With over a decade of experience and the backing of St. James's Place, we provide personalised pension solutions that evolve with you, ensuring your retirement is as fulfilling as your career.

 

The Challenge: Are You Confident in Your Retirement Plan?

  • Are you uncertain if your current pension will support your desired lifestyle?
  • Concerned about navigating complex pension rules and tax implications?
  • Worried about making the right investment choices to grow your pension fund?

Without a strategic plan, these concerns can lead to financial uncertainty in retirement. It’s crucial to have a tailored approach that addresses your unique needs.

Why Choose Us?

Expertise Backed by

St. James's Place

We are not just advisors; we are your partners in securing a prosperous retirement. By collaborating with St. James's Place—a leading wealth management company known for its rigorous standards and comprehensive investment options—we bring you:


  • Tailored Advice: Whether you're early in your career, mid-life, or nearing retirement, we design strategies that match your specific goal
  • Ongoing Support: Retirement planning is not a one-time event. We offer continuous reviews to adapt your plan as your life change
  • Expertise in Complex Areas: From maximising tax efficiency to selecting the right investment mix, we handle the complexities so you can focus on enjoying life.
 

Whether you are embarking on a new and exciting career within the corporate space, starting a family or counting down the days to retirement, pension planning should be a key focus for us all. We all have different ideas of what a comortable retirement looks like not to mention contrasting needs and priorities. We recognise this at Harry Robinson Wealth Management so this is why we offer a simple yet highly personalised retirement advice service. Where do you need to be?  

With retirement deemed to be sometime away, now is the time to seize the opportunity to effectively plan for upcoming financial milestones and your ultimate dream lifestyle.

Now is the time to expertly fine tune and execute the final phase of your retirement to help realise your most comfortable lifestyle.

Our Process:

Your Journey to a Secure Retirement

1. Discovery

We begin by understanding your retirement dreams and financial landscape.

2. Strategy Development

We craft a customised pension plan, leveraging St. James's Place's diverse investment portfolio.

3. Continuous Review

We regularly review your plan, ensuring it remains aligned with your goals and market conditions.

 

Our Advice Guarantee

Confidence in Every Recommendation

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.

Testimonials

FAQs

Most pensions can be accessed from age 55 (57 from 2028), but early withdrawals can affect your long-term financial security. Discuss your best options with Harry Robinson Wealth Management to make informed decisions.

Pension income is generally taxable, though you can often take 25% tax-free. Understanding the tax implications is crucial, and Harry Robinson Wealth Management can help you navigate this.

Your pension can usually be passed to your beneficiaries, with varying tax implications. Harry Robinson Wealth Management can help ensure your loved ones are cared for.

UK residents can choose from a range of pension options, including workplace pensions, personal pensions, and the State Pension. More specialised options include Self-Invested Personal Pensions (SIPPs), trustee schemes, retirement plans, and drawdown plans, along with access to annuities. Each option offers unique benefits and complexities. Harry Robinson Wealth Management can guide you through these choices to help you find the most suitable pension strategy for your needs and goals.

Plan Your Ideal Retirement Today

Don’t leave your retirement to chance. Schedule a consultation with us today to start building a pension plan that ensures you can live the life you’ve envisioned.