Hymans Robertson Personal Wealth レビュー 

Liam Duffy was both professional and easy to understand. He was approachable and explained things, helping me understand my pensions affairs to a greater extent. I would like to thank Liam for his time and advice which both Bill and I found very helpful.

Liam was very knowledgeable and, despite me not having provided him any information upfront, was comfortably able to discuss multiple areas of investment and pensions and give some me some good suggestions.
Liam followed up our meeting with a very good summary of what we discussed along with some useful comparisons to help me decide on my future investments.

The advisor's knowledge and experience helped us immensely with our financial decisions. Very friendly and professional service at all times. We would highly recommend.

Carol provided us with a cashflow and advice on how to manage our pensions and savings going forward. She was brilliant at explaining our options clearly and giving us peace of mind that with a few tweaks we can get to where we want to be. The whole process from beginning to end was excellent, with top notch support from both Carol and Amy. I am so pleased that we took the decision to work with Carol and will continue to do so to ensure we stay on track.

I appreciated that I was given actual advice. While I have financial services experience it was so useful to be able to discussion options with Dilara in detail and that she was proactive in providing advice - not in simply agreeing with me - and she was right! It is the support and ability to have a sounding board that means the most to me.

James and his team are knowledgeable and helpful. They provided us with clear advice, guidance and recommendations for actions we can take to secure and improve our retirement plans including forecasting when it's financially viable for us to retire - a number that gets more important the older you get. We took their advice but it's too soon to know whether it was the right thing to do. They also helped with guidance on a small number of other financial matters outside the provision of Hymans Robertson and linked us to other professionals and services who could help us. Their service is not cheap and only time will tell whether we recoup the money we've invested in them. A key factor in taking on their services was getting on well with James at our initial free intro session. We felt we were in safe hands and could trust James with our personal financial information

James is extremely approachable and gets back to me very promptly whenever I have any questions, regarding my investment. He listened and gave advice which is exactly what I was looking for.

This company was particularly helpful and friendly, answering my questions in a clear, informative way. After the free initial consultation, they even offered me a second short consultation to clarify a few points that I wasn't sure about.
I really appreciate the time and effort they put in and would gladly contact them in the future for help with my finances.

Had great help and advice setting up my private pension with Hymans Robertson Personal wealth. With my advisor Lewis Colgan guiding me along the way and explaining everything making very easy to understand. I would highly recommend this company and Lewis.
Stephen ( Motherwell )

Excellent Service and Expert Guidance

I was advised by my accountant to go with Hymans Robertson, and I’m very glad I did. I’ve been dealing with Lewis, who has been incredibly helpful throughout the process. With very little prior knowledge of pensions and investments, I really appreciated the opportunity to have a one-on-one with someone who could clearly explain everything in detail. The service has been excellent, and I would highly recommend both Lewis and the company.

Clear advice about a bunch of pension pots.
I had a bunch of pensions (7 in total) including a currently running occupational pension. I had not been actively managing these pensions and apart from value had no real idea what they were doing or whether they suited my needs.
Hymans Robertson looked into all my pension and gave a clear and detailed report into how they were performing, what they cost, and what benefits or drawbacks they would give at retirement. From this I accepted their advice which in my case was to consolidate most of them. They also did a detailed cashflow forecast to show whether the funds I had would be enough to last me at my desired income level in retirement.
Yes there are costs, but bottom line is after costs my pension is growing at a greater rate than it was previously.

Being self-employed and looking to set up my pension, I had great results with James. He was friendly and personable and was always quick to answer any questions. Setting up the pension was simple, and I was given advice on the different risk levels for each option. Thanks for the help!

My IFA is Sheetal Radia and he’s excellent. Very thorough with great attention to detail - he checked through my work contracts to ensure I was properly protected, has saved me money through great pension advice and has generally ensured that I am in a secure financial position (advised on establishing powers of attorney etc). He’s responsive and persistent for my benefit. Very happy to recommend.

From our initial discovery call with Carol to the final discussions around the wealth modelling that she had carried out, we found the whole process to be comprehensive, inclusive and extremely useful. Would highly recommend.

I’ve worked in the financial services industry for many years and have provided external regulatory compliance support to HRPW for the last three years or so. Having got to know the management team and seen the good work they do to ensure clients are front and centre of what they do, when I felt it would be good to get an objective independent view of our arrangements, I had no hesitation in choosing to deal with these guys.

Carol was first class in her approach and dealings with us. Whist I have a lot of knowledge and experience, this isn’t the case with my wife. Carol took time to explain things - and even highlighted a few things I’d overlooked (you can be too close to things). She completed a detailed cash flow exercise for us, showing us how we have lots of options around retirement and a potential house move. This was followed by recommendations around our pensions and investments which were clearly explained and presented.

The great work done by Carol has continued with the subsequent support from the team around her, with any questions answered quickly and clearly.

I highly recommend the team at HRPW (from someone who works with lots of other financial advice firms).

Working with HRPW has been a hugely positive experience. Matt and the team provided us with the advice and reassurance that we sought in the lead up to retirement.

Our conversations and the HRPW reports showed that our circumstances were understood and fully considered. Any questions were answered quickly and clearly.

Having a free discovery session is a great way to meet the advisor and discuss your specific needs in detail. The service cost is clear and transparent and there is no pressure to purchase additional services.

All in all, we highly recommend Matt and the team at HRPW.

We had an initial financial coaching session with James which was great. James was really friendly and professional and he recommended the financial and retirement planning with Ed which we were initially unsure about.

However, after our initial meeting with Ed, we were absolutely convinced that we made the right decision and went ahead with the full planning package.

Ed was fantastic to speak to. We felt that he took the time to really listen to our concerns and took our dreams on board. He went away and constructed our retirement planning options then delivered them via a couple of meetings.

The report and guidance had just the right amount of detail and Ed took the time to deliver the results in an easy, comprehensive way.

We were absolutely delighted with the service offered and we trust Ed completely with any of our future decisions.

He has helped us to fulfil one of our lifelong dreams and given us real clarity over our financial situation.

I would recommend Ed, James and HRPW to anyone.

I cannot recommend Carol highly enough. She was our financial advisor for many years before she moved to HRPW. The main reason we moved to HRPW was to get Carol back as our financial advisor as we always found her very knowledgeable, helpful and professional.

I was arranging a transfer of my pension fund from ABRDN and all seems to have gone smoothly. I was happy that I was able to meet with Carol and she went over my financial situation before agreeing an investment strategy.

I recently joined HRPW and I am absolutely delighted with my decision.
That they are a company with a proven track record and a great wealth of experIence is in no doubt, but I have been very impressed with the clear advice I have been given.
They have been pro active in providing specific guidance backed up by a thorough review of my current circumstances and probable future requirements.
Any worries or queries i may have are dealt with very promptly, and given me peace of mind, which is a very valuable commodity to possess.
Carol is extremely knowledgeable, and very approachable should any questions arise. I feel my interests are being constantly managed, and it is so reassuring.
Overall, an excellent, professional, yet friendly service. I would not hesitate to recommend.