Hymans Robertson Personal Wealth レビュー 91

The advice I received from Edward was very clear. He quickly identified the gaps in terms of insurance cover I likely needed and also gave good advice on how I could get my savings to work harder. He listened attentively and I did not feel rushed into making decisions.

Lewis Coglan was very insightful and helpful. As I work in Finance, I thought I was very conversant with matters finance but he highlighted subject matter I had not considered before which was a massive value add.

Liam was attentive and gave me some really solid advice to help me reach my goals

I had a 121 with Lewis. Based on the questions I asked, the answer was relevant and prompt with the solution required.

A very helpful initial consultation with Stephen Pryor who was able to answer some specific questions that I had, do a quick assessment of priorities and identify some action points.

Ed was my adviser in the process, and straight from the start he was well-informed, thorough and helped to formulate a great plan to achieve my financial goals; in a friendly manner!
The reports are written in a clear, understandable way, with enough information to enable you to reach an adequate conclusion.
Well done!

I met with Stuart Pryor and had couple of discussions about my financial position over the phone. He was excellent: fast onto the key issues, asked good questions and made helpful and targeted suggestions. I highly recommend him.

Valuable meeting. We found it very insightful and useful. With follow up and recommendations.

Liam arrived on time, was friendly and professional. I was given information based on my questions it was broken down and communicated in an understandable way. I was offered a follow up appointment.

Joe provided some really helpful, rounded advice and helped me get in touch with the right people to continue and further my financial planning. I would certainly recommend Hymans Robertson as trustable financial advisors

I have an excellent ongoing experience working with Georgia Hall. She is professional, approachable, and genuinely committed to helping.

Georgia went above and beyond to ensure everything was handled smoothly. I wouldn’t hesitate to recommend her to anyone looking for reliable, professional service.

Graeme, took the time to understand my circumstances and gave me straight forward information which helped me cut through the pension jargon and see how retirement is possible. Highly recommended.

Graeme offered helpful, concise guidance on the various options open for me. He had an immediate understanding of my financial situation and presented the various options. He has opened up the various possibilities which will present themselves as I get nearer to retirement. A great help, many thanks.

Stuart Pryor assessed and ascertained my situation quickly after a brief Q&A. He gave me reasoned advice based on my circumstances including steps to follow and pitfalls to avoid. I'll be actioning those shortly and will diarise any follow ups.

Georgia Hall helped me navigate the many options for pensions and offered general financial advice, and she talked to me like I was a human and on the same level as her, instead of assuming I should already know everything!

She is a highly skilled financial advisor, and I would highly recommend her to anyone who is looking for one.

As a risk averse investor Graeme offered clear advice and answered all my questions regarding my accounts. Every effort was made to support me at all stages of the process.

We have met Georgia once face to face and found her friendly, knowledgeable and responsive

Graeme was helpful and knowledgeable. Created a comfortable environment where I felt that no question was silly! Thank you!

Graeme was extremely helpful when I wanted to work out projections and options for my pension pot on retirement. The reports were detailed and relevant, and he worked through them with me in a way that answered all my questions.

The team at Hymans, and Georgia Hall in particular have been excellent. I work in financial services and have a good understanding of pensions but wanted to validate I was on the right path and review my existing varied pension pots (which I hadn't got round to doing). As a result of the advice and support from Georgia and her team I've consolidated the pots into an investment mandate that reflects my risk appetite and return expectations. Would highly recommend.