Harry Robinson

Please provide a brief comment about your experience with Harry

I contacted Harry to discuss my shares portfolio as this is a bit of a mine field for me. Harry ran through everthing in detail and explained it wasn’t in my best interests to sell the shares at this time, even though I wanted to invest the money with him. He gave me advice which was right for me instead of earning any fees which is really refreshing to see! Thank you Harry.

What were the circumstances that caused you to initially look for an adviser?

Too many options, lack of understanding

How has Harry Robinson helped you?

Very professional and found us the best and secure policy. Explained anything we needed.

Have you seen the outcome you were hoping for?

Exactly what we were looking for, thanks very much

What were the circumstances that caused you to initially look for an adviser?

Expecting a baby so wanted to make sure all our insurances were in place and adequate

How has Harry Robinson helped you?

Made what could be a daunting and overwhelming experience very straight forward and fast

Have you seen the outcome you were hoping for?

Absolutely!!

What could they have done better?

Nothing. Really enjoyable experience

What were the circumstances that caused you to initially look for an adviser?

Being self employed and having no pension scheme in place.

How has Harry Robinson helped you?

Harry has advised me on what the best options are for achieving the goals I desire. He was very patient with me and my lack of knowledge in regards to the market.

Have you seen the outcome you were hoping for?

As it has only recently been set up, the desired outcomes are still pending. However, Harry provided a forecast of which the result seem more than good.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

I needed to combine a number of pensions and Harry came highly recommended

How has Harry Robinson helped you?

Harry has helped me understand the available pension and retirement options that I have

Have you seen the outcome you were hoping for?

Yes, certainly Harry has helped me see the outcomes I can work towards retirement

What could they have done better?

The service provided has been seamless

What were the circumstances that caused you to initially look for an adviser?

To sort my retirement money

How has Harry Robinson helped you?

Set up pension and ISA

Have you seen the outcome you were hoping for?

Not yet

What were the circumstances that caused you to initially look for an adviser?

Winshall is a nex compnay started April 2021 and Harry has help us throught the pensions investment requirements

How has Harry Robinson helped you?

excellent

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing

Please provide a brief comment about your experience with Harry

Harry advised me on my current private pension. He explained everything thoroughly and indepth, and more importantly, used terms I could understand!!

Please provide a brief comment about your experience with Harry

Harry is an outstanding financial advisor who consistently demonstrates expertise and dedication. His insightful advice and strategic planning have proven invaluable in navigating complex financial landscapes. With a keen understanding of individual needs, Harry ensures personalised and effective solutions, making him a trusted partner for anyone seeking financial guidance. With Harry’s expertise aside, he is a brilliant person who always makes you feel very at ease and comfortable asking any questions that you need answering.

What were the circumstances that caused you to initially look for an adviser?

Pending retirement and how best utilise and maximise the pension lump sum to make our retirement a bit more comfortable and manageable

How has Harry Robinson helped you?

Harry listen to all or our wishes and requests. He took time to take details of our current income and savings and produced an very detailed report on how best to invest our income to help meet our retirement needs. He was able to explain everything in a way that was not too technical and answered all our questions

Have you seen the outcome you were hoping for?

The plan produced by Harry has given us optimism that our investment through him will give us financial security

What could they have done better?

Absolutely nothing. The arranged meetings at a time convenient for us to the in-depth reports and explanations were perfect

What were the circumstances that caused you to initially look for an adviser?

Looking to retire and wanting advice regarding long term future planning

How has Harry Robinson helped you?

He talked us through our options ( made it understandable and jargon free ). Discussed different options and gave us the confidence to make decisions about our future retirement No hard sell and very professional

Have you seen the outcome you were hoping for?

Absolutely really happy with the advice and looking forward to our retirement

What could they have done better?

Nothing totally professional

Please provide a brief comment about your experience with Harry

I've been round the financial advice block a few times and Harry rates the smartest and most reliable. His friendly and informed approach has served me well over the last few years. Robert Copeland (Retired Producer)

What were the circumstances that caused you to initially look for an adviser?

I received a financial gift which I was keen to make the most of.

How has Harry Robinson helped you?

He has helped to create an investment portfolio which fits with both my approach to risk and my objectives.

Have you seen the outcome you were hoping for?

I hope to soon. I am a relatively recent client.

What could they have done better?

N/a

What were the circumstances that caused you to initially look for an adviser?

Had a load of fragmented pensions that needed to be cleaned up and put into a more beneficial scheme.

How has Harry Robinson helped you?

Sorted everything out, spoke to all separate pension companies and put together into one plan.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Harry

Harry was an excellent and very professional adviser whom we will certainly be using again in future.

Please provide a brief comment about your experience with Harry

We wanted a 2nd opinion as we’re close to retirement and found Harry on Vouchedfor. He has been fabulous from start to finish - he’s spent a lot of time looking through our situation and won’t take anything from us unless we ask him to follow his advice. He’s put our minds at rest and been straight and honest throughout. We still need time to think about our position but wouldn’t hesitate in recommending Harry for someone looking for a knowledgeable and friendly financial advisor.

What were the circumstances that caused you to initially look for an adviser?

There were two factors: 1. I had received some inheritance 2. I wanted to look at my plans for retirement

How has Harry Robinson helped you?

Harry has been absolutely fantastic from day 1. The way he explains things in layman terms is incredible. This ensures you feel confident with the advice being provided and the plans going forward. Harry has far exceeded our expectations and we are in a much better place to start planning and enjoying our future than before. Harry really is a true professional and we would have no hesitation whatsoever in recommending his services.

Have you seen the outcome you were hoping for?

Absolutely. Harry has far exceeded what we were expecting

What could they have done better?

There is nothing Harry could have done better. Every part of the process has been perfect. He is one of the most professional people I have ever met

What were the circumstances that caused you to initially look for an adviser?

Expecting my first child so I wanted to make sure that my affairs are in order

How has Harry Robinson helped you?

Harry has provided me with peace of mind about my finances so that I can relax in the knowledge that someone I trust is looking out for my best interests. He is also delightfully handsome.

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing at all

What were the circumstances that caused you to initially look for an adviser?

I had a decent amount of savings and they really weren’t working well for me. So, I wanted to get some information on how I could make it go further.

How has Harry Robinson helped you?

Harry has been very informative and helpful! He has invested my savings in a way I wouldn’t have been able to. His knowledge is fantastic.

Have you seen the outcome you were hoping for?

Yes, although it is a long term investment I got Harry on board for.

What were the circumstances that caused you to initially look for an adviser?

Business growth and knowing what options were available.

How has Harry Robinson helped you?

Harry has put together a plan for the next 30 years to ensure I will hit the goals I wanted.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Harry is amazing.

What were the circumstances that caused you to initially look for an adviser?

We were conscious we had surplus money in our current accounts but were unsure how best to invest. Also, we wanted to know more about how best to manage our accumulative pensions that would make them work best for us.

How has Harry Robinson helped you?

He has advised us in detail regarding saving for the future and how best to mange our pensions. He explained all his plans and showed us some really useful graphs that depicted the plan as a visual representation of how our savings and pensions would look for the future. This made the detail much easier to understand.

Have you seen the outcome you were hoping for?

We have yet to start the actual process of transferring funds, amalgamating pensions etc.

What could they have done better?

We are very happy with the process so far.

Please provide a brief comment about your experience with Harry

Harry has supported me with consolidating my pensions and has given me better visibility of how I can continue to plan for retirement whilst maximizing my plans' value. He's been great to deal with and would definitely recommend!

Please provide a brief comment about your experience with Harry

I wanted to discuss transferring a stocks and shares ISA from another provider. Harry was so articulate in explaining how my current ISA was performing and how the current world financial crisis is effecting all investments. He explained so much to me that my current provider has not that I feel more confident in understanding the markets When the current crisis subsides I will have no hesitation in using the services provided by Harry

Please provide a brief comment about your experience with Harry

Advice to transfer a stocks and shares ISA from another provider

What were the circumstances that caused you to initially look for an adviser?

I recently sold a business and hand excess funds to invest

How has Harry Robinson helped you?

Harry has spelt out all the different strategies and risks involved in providing investment/financial advice. Helping me to maximise my investments in the most tax efficient way

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Harry

Harry is a fantastic professional and has helped me with clear advice and helpful suggestions. I would definitely recommend him.

What were the circumstances that caused you to initially look for an adviser?

Becoming a dad, getting a shared mortgage and planning to get married.

How has Harry Robinson helped you?

Initially with mortgage advice, then with health insurance and income protection. More recently, with investment of my wife's inheritance.

Have you seen the outcome you were hoping for?

Very happy with the mortgage advice and insurance policies. The inheritance investments have only just been made.

What could they have done better?

Nothing comes to mind.

What were the circumstances that caused you to initially look for an adviser?

Following the death of my Father and my redundancy at work I decided to have a financial MOT .

How has Harry Robinson helped you?

Harry has helped consolidate our various pensions and produced a full financial forecast .

Have you seen the outcome you were hoping for?

Yes , in fact the outcome is better than we could have imagined

What were the circumstances that caused you to initially look for an adviser?

Complex portfolio of pensions rationalisation

How has Harry Robinson helped you?

Simplifying retirement options and clarification if worth

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Yes

What were the circumstances that caused you to initially look for an adviser?

Lack of understanding about current pension portfolio, need for better future options

How has Harry Robinson helped you?

Good, clear explanations (verbal and written), presenting options tailored to my need. I have found Harry to be professional, knowledgeable, reliable and approachable.

Have you seen the outcome you were hoping for?

Yes, I feel that my pension position will be a lot more successful and consolidated in a way that performs best for my need. I receive good advice, presented in a way that is easy to understand and focused on my financial wellbeing.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I wish to look at Investment Planning and achieve a better return on my money above inflation over the long term.

How has Harry Robinson helped you?

We discussed my current financial situation and Harry listened and understood what I was wanting to achieve. Harry took the time to explain all aspects of investing in the different funds and markets especially in the current volatile financial climate before providing me with his recommendations which he explained in detail why he felt it would best suit my needs and help me reach my goals.

Have you seen the outcome you were hoping for?

It is early days to comment on the outcome however, it is progressing in the right direction.

What could they have done better?

Harry did everything I was hoping for from a financial adviser.

Please provide a brief comment about your experience with Harry

Harry had undertaken a review of my pension policies, being non experienced in financial matters Harry provided a service that made me feel confident in my descions on the next step regarding my policies. He had taken away the burden of desicion based on his professional friendly approach. I would Recommend Harry and definetly use Harry's services again.

This review is a follow-up review from a client who left a review previously.

How has Harry Robinson helped you since your last review?

Harry is always available to answer any questions I have about my financial plans, no matter how big or small the query may be.

This review is a follow-up review from a client who left a review previously.

How has Harry Robinson helped you since your last review?

Harry was able to provide professional advice with a personal touch at a very stressful and somewhat daunting time.

Please provide a brief comment about your experience with Harry

Harry came to see me to discuss wealth management. He turned up when he said he would and was easy to talk to and was very patient with me and made every effort to explain things in detail to me. He produced a detailed proposal which suited my needs. I did not feel pressured at all.

What were the circumstances that caused you to initially look for an adviser?

To learn about investments to plan for my future.

How has Harry Robinson helped you?

Harry explained everything in really simple terms and provided clear options so I understood what I was choosing.

Have you seen the outcome you were hoping for?

Yes, it's all part of the long game we discussed.

What could they have done better?

Nothing! Harry is most helpful and approachable.

What were the circumstances that caused you to initially look for an adviser?

As myself and husband are over 50 we needed to ensure our pension provisions are adequate for our retirement.

How has Harry Robinson helped you?

He took all our information and contacted us when he had a forecasts prepared for us.

Have you seen the outcome you were hoping for?

We have had a more positive outcome than we expected.

What could they have done better?

We don't feel anything from our meetings requires improvement.

What were the circumstances that caused you to initially look for an adviser?

Needed pension advice.

How has Harry Robinson helped you?

Harry has been very helpful and always offers me honest advice. My investments to date have performed better than expected.

Have you seen the outcome you were hoping for?

Yes, probably better than I’d hoped. Harry has already proposed some changes in the New Year.

What could they have done better?

Despite the unprecedented times around Covid, I don’t think they could have done any better.

Please provide a brief comment about your experience with Harry

Harry's advice and guidance has been invaluable. Having changed jobs 2 years ago and at that time was undecided as to what to do with my pension, Harry was recommended to me. He helped throughout the process of moving to St James' Place seamless.

What were the circumstances that caused you to initially look for an adviser?

Looking for pension advice.

How has Harry Robinson helped you?

Harry was incredible. He couldn't do enough to help.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Harry couldn't have done anything better. I have already started recommending him to all of my friends and family.

What were the circumstances that caused you to initially look for an adviser?

We wanted a financial advisor that would take the time to plan out our pension and ensure we had the correct advice

How has Harry Robinson helped you?

Harry has transferred our pension and put in place a plan that will see us exactly where we need to be when our retirement comes in to place.

Have you seen the outcome you were hoping for?

Absolutely, the advice has just been so clear and organised, and we have a clear pathway of what we are getting.

What could they have done better?

Nothing, Harry is a perfect professional who instills trust and relatability, we are excited about moving forward with him!

Please provide a brief comment about your experience with Harry

Incredibly understanding of my financial situation. Super efficient & thorough always explaining his decisions of his planed actions.

What were the circumstances that caused you to initially look for an adviser?

Decided I need to start planning for the future.

How has Harry Robinson helped you?

After the first meeting with Harry he made things very clear and set up a great plan for me for the future.

Have you seen the outcome you were hoping for?

The services used are for a long term plan so not yet but I’m very satisfied and looking forward to the future working together.

What could they have done better?

Everything was perfect!

What were the circumstances that caused you to initially look for an adviser?

It was during my annual pay review and I was aware that my current financial position meant that I would not be able to meet my future retirement needs.

How has Harry Robinson helped you?

Harry helped show me that it was never too late to address my concerns and after a very thorough meeting covering all aspects of my finances and family circumstances. Harry put together a medium-term plan to get me back on track to achieve my retirement goals.

Have you seen the outcome you were hoping for?

I am yet to see the outcome of our plan but I am confident from what Harry has helped me with, that the outcome is achievable.

What could they have done better?

I honestly cannot think of what Harry could have done better. He was always available to address any questions that I had and his explanations were easily understood.

What were the circumstances that caused you to initially look for an adviser?

With my high income it was wise to look for financial advise and best see fit how to help save my money for the future.

How has Harry Robinson helped you?

Showed me very insightful and simple plans to best save my money for life after my current career.

Have you seen the outcome you were hoping for?

In such a short time I am very happy with the outcome.

What were the circumstances that caused you to initially look for an adviser?

I had a pension that I hadn't been made aware of. It had been lost between two different pension providers.

How has Harry Robinson helped you?

Harry liased with both providers to look for and secure my pension. He explained in great detail my options. Harry was enthusiastic and knowledgeable about the different options available to me.

Have you seen the outcome you were hoping for?

Yes. Harry has been helpful throughout and communication has been professional and regular.

What were the circumstances that caused you to initially look for an adviser?

Short high earning career so we need to invest money for the future and didn't know where to start

How has Harry Robinson helped you?

Harry had been great from the very start. We don't have a background at all in finances so Harry took the time to chat to us and understand our current situation and what we wanted for the future. He helped to create an investment plan for us from the start which was very clear and explained well. He answers all my silly questions. He has also helped us with purchasing houses.

Have you seen the outcome you were hoping for?

We are on track to see the outcome we are hoping for. We have been through a lot of different scenarios which has also been helpful.

What could they have done better?

Nothing I can think of

What were the circumstances that caused you to initially look for an adviser?

Dissatisfied with our previous adviser

How has Harry Robinson helped you?

By taking over all of our investments and reinvesting them for us

Have you seen the outcome you were hoping for?

Yes, very much so

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I was looking to transfer from my current pension provider. I was also looking for a solution to roll out across my company.

How has Harry Robinson helped you?

He is professional and thorough in his approach. He has shown flexibility and is always available to have discussions regarding my portfolio. He has structured detailed proposals to roll out critical illness, income protection and death in service cover for circa 40 employees.

Have you seen the outcome you were hoping for?

Yes - after an initial bump due to Covid the plans are performing well.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I was looking to maximise my pension pot potential

How has Harry Robinson helped you?

Harry reviewed my retirement requirements, recommended the key plan to achieve these. He explained everything in detail and took care of implementing all the changes.

Have you seen the outcome you were hoping for?

Early days, but regular meetings are in place to monitor the plan.

What could they have done better?

Nothing, everything was well managed and communicated

What were the circumstances that caused you to initially look for an adviser?

Having worked for the same company for 37 years I decided I needed a life style change, and for the first time required in-depth financial advise as to the condition of my pensions and savings.

How has Harry Robinson helped you?

Harry has been a great help in many of my financial areas, and clearly explained the options available to me, and forecasting my position going forward. He has not only helped me with my personal finances, but been invaluable with assisting me with contacts he has in setting up my business professionally going forward. Harry is able to offer many benefits over and above what you think a financial advisor does.

Have you seen the outcome you were hoping for?

Anything to do with Pensions are always slow moving, especially when you’re waiting on the original provider to transfer funds. Both Harry and SJP have kept me informed along the way, so yes I can say I’m seeing the outcome I expected.

What could they have done better?

I don’t believe there is anything I can put my finger on and say, this could have been done better, especially when he exceeded my expectations!!

What were the circumstances that caused you to initially look for an adviser?

I had a pension set up with my previous employer which was not performing too well and I had very little information on it. I wanted to transfer it and start adding to it with additional personal contributions.

How has Harry Robinson helped you?

Harry sat down with me, looked at my goals for retirement as well as my current income, current assets and liabilities. He then modelled several scenarios and we looked at the level of contributions that I needed to be making to achieve my goals. He explained things very clearly and simply, and ensured I fully understood everything before committing to anything.

Have you seen the outcome you were hoping for?

Yes. The growth achieved is excellent to date, and Harry is regularly in touch to check on my circumstances and whether anything has changed that may affect my retirement plan. Harry provides a very pro-active service, and I would not hesitate to recommend him.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Frozen old work pension, no active management or visibility over it. Wanted to transfer into a modern fund with more control, linked advice and online visibility.

How has Harry Robinson helped you?

Harry gave me some great initial and impartial advice on pensions and transferring out. From there I have enough trust and confidence to allow Harry and SJP to act on my behalf and transfer my fund into one of their recommended fund/ products. To this day, not only have I seen circa 8% growth but have had Harry's expertise and support in my corner when discussing and executing strategies.

Have you seen the outcome you were hoping for?

Yes, so far so good. When the markets eventually calmed during the latter stages of the covid pandemic, I have seen a strong recovery with circa 8% returns.

What could they have done better?

Nothing, very happy but hoping for more growth when the world returns back to a stable state of new normal.

What were the circumstances that caused you to initially look for an adviser?

My wife and I were looking at moving home and we sought advice on the mortgage implications.

How has Harry Robinson helped you?

Provided clear and concise advice and provided his view on the best option for us in the circumstances.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

Planning for my future

How has Harry Robinson helped you?

Helped me set realistic plans and help me invest with someone I trust

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement age

How has Harry Robinson helped you?

Gave great overview on current and future situation

Have you seen the outcome you were hoping for?

So far so good but it’s early days

What could they have done better?

Nothing I could think of.

What were the circumstances that caused you to initially look for an adviser?

I was initially planning to work with Harry as part of a mortgage application, however, after initial discussions with Harry it became evident that there was a a variety of financial schemes around which he could provide fantastic guidance and support.

How has Harry Robinson helped you?

Harry helped me through all stages of our first property purchase. Harry made what is usually a very stressful process for many people absolutely seamless stress free. There was a clear pathway right from the start and we received great advice on how to prepare for the process, what would be required, what I was able to afford and borrow and above all Harry got me an excellent deal that I am very happy with. I was kept fully informed through all stages of the very smooth process. I honestly don't know if I could have done it without Harry's knowledge and expertise. Following the successful property purchase, I have also been working with Harry in a number of other areas. Harry has provided invaluable advice in a number of areas around how I can start to plan for my future. We have discussed spending and saving opportunities, pensions, life insurance and I now have a robust financial plan in place to go forward in life.

Have you seen the outcome you were hoping for?

Absolutely, Harry's support over the past 12 months has been critical for many reasons. I now have peace of mind about my future financial plans.

What could they have done better?

I honestly don't think there is anything that Harry could have done better. Harry has exceeded all expectations I had and has been an absolute pleasure to work with. He has turned what can sometimes be a stressful experience for many people into an enjoyable one.

What were the circumstances that caused you to initially look for an adviser?

I needed clear and accurate advice but having had a negative experience of financial advisor in the past, I was wary. Harry quickly put my mind at ease and explained the different mortgage options to me so I could make an informed decision.

How has Harry Robinson helped you?

Friendly and clear advice which made a stressful process much easier. I would not hesitate to use him again.

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Looking for advice both personally and professional with regards to savings, pensions and life insurance.

How has Harry Robinson helped you?

Harry is the consummate professional in every aspect of his work. He listened to the needs of myself and company and prepared a complete portfolio for savings and pensions. He regularly updates me.

Have you seen the outcome you were hoping for?

I have had an outstanding bespoke service off Harry and to be honest has surpassed my expectations.

What could they have done better?

Nothing, I would highly recommend Harry. He was outstanding in every aspect.

What were the circumstances that caused you to initially look for an adviser?

Needed a more agile and forward thinking approach to my investments and pensions

How has Harry Robinson helped you?

He created a new pension portfolio that suited my risk appetite and age profile

Have you seen the outcome you were hoping for?

definitely funds have improved significantly

What could they have done better?

nothing he was excellent from start to finish

What were the circumstances that caused you to initially look for an adviser?

Retirement and opportunity to invest lump sum monies plus future post retirement earnings into an additional tax efficient pension plan. Also additional life insurance

How has Harry Robinson helped you?

Face to face meetings, sound clear advice setting out full picture, efficient administration of all transactions. Prepare financial plan for next chapter of life. Very accessible and regular contact to keep me updated of developments in investments

Have you seen the outcome you were hoping for?

Very pleased with service offered and progress despite challenging Covid period.

What could they have done better?

Very satisfied with service and continued support

What were the circumstances that caused you to initially look for an adviser?

After arranging a mortgage for our family home which met all our needs, I had every confidence Harry was the right person to provide insurance and protection advice. As a parent to two young children I wanted to make sure their future was secure should the worst happen.

How has Harry Robinson helped you?

Harry provided me with straight forward and friendly advice which made the different products on offer easy to understand. He listened to my needs and catered his advice accordingly. This was a great help given that choosing the right product can be confusing but Harry provided the reassurance I needed to make a clear decision.

Have you seen the outcome you were hoping for?

The protection I required is now in place and I am safe in the knowledge that my wife and children’s futures are secure should the unexpected happen.

What could they have done better?

No, I am very pleased with the service and product.

What were the circumstances that caused you to initially look for an adviser?

Needed to make provision for my future

How has Harry Robinson helped you?

Very impressed with his Professional approach. Options that were given were well explained which allowed me to make an informed decision on my plans

Have you seen the outcome you were hoping for?

Yes, definitely

What could they have done better?

Nothing. Very happy with everything provided

What were the circumstances that caused you to initially look for an adviser?

Just looking for some advice on a pension

How has Harry Robinson helped you?

He looked at my current and future aspirations and gave very good advice from there

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Looking to invest into a stocks/shares ISA for the medium/long term.

How has Harry Robinson helped you?

Harry has maintained a very professional standard throughout the time he has been advising me. He offers a thorough explanation of the current financial climate and any potential options that could be beneficial.

Have you seen the outcome you were hoping for?

Yes, despite entering into my investment ISA shortly before Brexit & COVID 19 I have seen steady returns and starting to see some real gains now the market is picking up.

What were the circumstances that caused you to initially look for an adviser?

Reviewing my financial position, getting the best pension and setting up protection for my family and savings for my son.

How has Harry Robinson helped you?

Got me exactly what I needed and listened and addressed all my concerns.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, I would never leave Harry. He’s got my interests at the forefront of all advice.

What were the circumstances that caused you to initially look for an adviser?

Seeking to ensure that my family is well protected and retirement planning

How has Harry Robinson helped you?

Harry has put in place robust protection policies for me so that my family will not have any financial concerns, should the worst happen. Harry has also shaped a plan that will enable me to enjoy a retirement that only a few years ago I couldn’t have dreamed of.

Have you seen the outcome you were hoping for?

Absolutely, Harry has been fantastic.

What could they have done better?

Harry service has been superb, nothing has ever been too much trouble and he’s always on hand to offer any advice that I may need

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement and trying to ensure I was in a stable financial position and could enjoy my retirement in the way I wished to. To ensure I invested my savings and pension pot in the most productive and financially efficient way.

How has Harry Robinson helped you?

Harry was fantastic. He look a lot of time to understand my financial position and helped me work through what money I would need to enjoy my retirement to the full. He ran through a number of investment options and explained how to investment my money in the my tax efficient manner. He took great care to understand my current and future plans and constructed my investment strategy and portions of investments to meet these needs. I am now clear and very happy on the security of my financial future.

Have you seen the outcome you were hoping for?

Totally. I know that I can live and enjoy my retirement in the way I had hoped for. I am clear about how I will draw down and access my money on a planned way. I feel in great hands and am assured that Harry is only a phone call away if I need to ask him anything. Nothing is too much effort and he is extremely patient and responsive. I feel in very safe hands. I explains what is happening in the financial markets which provides great reassurance.

What could they have done better?

To be honest nothing at all. I can wholeheartedly recommend Harry’s services without reservation.

What were the circumstances that caused you to initially look for an adviser?

Obtaining a mortgage to purchase property

How has Harry Robinson helped you?

He helped me to obtained the desired product

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing