Harry Robinson

Harry Robinson

Harry Robinson Wealth Management

Minimum savings/pensions: Over £100,000

0292 227 9218
Based in Cardiff
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Verified since: January, 2021

5 out of 5

70 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 26 March 2025

    Harry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Harry has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 September 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Harry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Harry has not yet added their fees to their profile

  • 14

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Harry

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Harry (based on 14 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 26 March 2025

    Harry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Harry has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 September 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Harry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Harry has not yet added their fees to their profile

  • 14

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Harry

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Harry (based on 14 first impressions)

Harry Robinson is dedicated financial adviser who provides jargon free expertise and advice to help individuals and businesses reach their financial goals. Fully qualified with a wealth of experience in helping his clients reach their long- and short-term financial targets, Harry does more than help manage money and investments. He considers every aspect of his clients’ life, then works with them to come up with a personalised plan that adjusts as their life unfolds. Financial planning is a lifelong process — and Harry is there for every step of the journey. Through bespoke achievable plans Harry offers a suite of products and services to help his clients take control of their finances. Harry through his own ambitious continuous professional development uses the latest cutting-edge techniques and tools to ensure his clients have future proof financial prospects. Everyone has an idea of where they want to be and when they want to be there, but very few know the exact route they should take. Harry explores various options, using clear conversations and tailored plans so his clients can make informed financial decisions. Specialising in helping to minimise tax, growing wealth and protecting client financial plans Harry offers honest and strategic advice across several areas, such as personal, corporate and specialist insurance solutions, pre/post retirement planning, investment solutions, tax-advantages investments and much more. In a previous career Harry was privileged enough to play professional rugby for his country but after suffering a neck injury his rugby career ended prematurely at the age of 22. Due to Harry`s ambitious nature whilst playing for his country he trained to become a mortgage adviser with the end goal of becoming a financial adviser upon retiring from rugby. Harry has transferred many of the skills from his professional sporting career into his financial planning business including core values such as dedication, honesty, and teamwork. Harry`s ethos is making sure his clients feel in safe as they are truly are at the heart of his work. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 16/07/2024

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Harry's clients

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Adviser Disclaimer

Harry Robinson Wealth Management is an Appointed Representative of and represents only St. James`s Place Wealth Management plc (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 www.sjp.co.uk/products. The titles `Partner` and `Partner Practice` are marketing terms used to describe St. James`s Place representatives.