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Hymans Robertson Personal Wealth Bewertungen 

97
•
TrustScore 5 von 5

4,8

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren

Das sagen Bewerter

Bewertet mit 5 von 5 Sternen

Nearing retirement, Sarah & I were facing our future with a degree of trepidation. How much do we need in retirement? Have we saved enough? When can we actually retire? Having found HRPW and ou... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 4 von 5 Sternen

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 forecast... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

Great conversations with James. We have had several conversations with James from Hymans Robertson about cash flow and retirement planning. They were simple and easy to understand for complete finan... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

Very professional, made us feel looked after, answered all our questions clearly.

Unternehmen hat geantwortet

Unternehmensdetails

  1. Finanzberater
  2. auch in
  3. Finanzplaner

Über Hymans Robertson Personal Wealth

Vom Unternehmen geschrieben

We provide expert support to get the most from your money. Whether you need help with your own finances, or if you're an employer looking to improve your people's financial wellbeing, we can help.

Individuals

For individuals we provide tailored financial planning, wealth management and coaching to help you achieve your financial goals. We tailor our support to your needs, helping you make big and small financial decisions with confidence – from the beginning of your career through to retirement.

Find out more

Our services

We tailor our support to your needs, helping you make big and small financial decisions with confidence, from the beginning of your career through to retirement.

Through one-to-one coaching, financial planning or wealth management, we'll help you balance how your income, savings and ambitions can work together.

Our services

Financial planning

We'll explore what matters to you with an initial free consultation and discovery session.

Once we understand your objectives, we'll create your personalised plan with our recommendations.

When you're happy, we'll put your plan into action and make sure you stay on track for the life you want to live.

Tax planning

Navigate the complexities of tax planning with our support.

We'll structure your assets to maximise efficiency throughout your lifetime and beyond, helping you make the most of the tax allowances and reliefs available to you.

Estate planning

Create a financial plan to preserve your wealth, safeguard your legacy and protect those you care about most.

We'll put in place the foundations and structuring to support you and your family across generations.

Protection services

Life is full of uncertainties. But we can help you protect what's important to you.

From life insurance through to income protection, we'll put in place tailored solutions to create a safety net for you and your loved ones, helping you remain financially secure whatever challenges life may bring.

Wealth and private office services

For families, for business owners and for private individuals, we deliver bespoke wealth plans to help you achieve financial goals with confidence.

From investments and retirement planning through to complex tax structuring, your dedicated wealth manager, along with a wider team of professionals, will provide expert ongoing support.

Employers

For employers we deliver flexible financial wellbeing programmes matched to the needs of your people, including financial coaching, one-to-one guidance, workshops and financial planning. We’re here to support greater financial wellbeing and security across the whole workforce.

Find out more

Our services

We tailor our support to your needs, helping you make big and small financial decisions with confidence, from the beginning of your career through to retirement.

Through one-to-one coaching, financial planning or wealth management, we'll help you balance how your income, savings and ambitions can work together.

Our services

Financial planning

We'll explore what matters to you with an initial free consultation and discovery session.

Once we understand your objectives, we'll create your personalised plan with our recommendations.

When you're happy, we'll put your plan into action and make sure you stay on track for the life you want to live.

Tax planning

Navigate the complexities of tax planning with our support.

We'll structure your assets to maximise efficiency throughout your lifetime and beyond, helping you make the most of the tax allowances and reliefs available to you.

Estate planning

Create a financial plan to preserve your wealth, safeguard your legacy and protect those you care about most.

We'll put in place the foundations and structuring to support you and your family across generations.

Protection services

Life is full of uncertainties. But we can help you protect what's important to you.

From life insurance through to income protection, we'll put in place tailored solutions to create a safety net for you and your loved ones, helping you remain financially secure whatever challenges life may bring.

Wealth and private office services

For families, for business owners and for private individuals, we deliver bespoke wealth plans to help you achieve financial goals with confidence.

From investments and retirement planning through to complex tax structuring, your dedicated wealth manager, along with a wider team of professionals, will provide expert ongoing support.

Delivered by a team who care

As a certified B Corporation, we’re driven by purpose and conscious of our social and environmental impact. These values are brought to life by the actions of our team.

Our highly qualified, regulated financial experts work in partnership with you, empowering you to make choices that help you achieve your financial goals.

Meet our team


Kontaktinformationen

4,8

Hervorragend

TrustScore 5 von 5

97 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

Bittet Kunden um Bewertungen

Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.

So nutzt dieses Unternehmen Trustpilot

Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.

4,8

Alle Bewertungen

(97)

22 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
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Bewertet mit 5 von 5 Sternen

Very professional

Very professional, made us feel looked after, answered all our questions clearly.

8. September 2026
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Antwort von Hymans Robertson Personal Wealth

Thank you for leaving this review Robert. We are so glad you felt looked after, we'll pass your kind words over to the team.

Bewertet mit 5 von 5 Sternen

Valuable experience

I was made to feel comfortable talking about my finances and the conversation moved at my pace. I loved how everything was broken down into manageable steps for me.

28. Juli 2026
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for leaving this review, Carla. It’s wonderful to hear you had a valuable experience, we’ll pass your kind words over to the team.

Bewertet mit 5 von 5 Sternen

Definitely worth booking a session

Callum was incredibly helpful. He answered all my questions about my finances in a way I could actually understand and without judgement. Was great to find out what my options are and get tips on savings.

30. Juli 2026
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Antwort von Hymans Robertson Personal Wealth

Thank you for leaving this review, Siobhan. It’s fantastic to hear Callum was incredibly helpful, we’ll pass your kind words onto him.

Bewertet mit 5 von 5 Sternen

Such good service.

Great! Concise and easy to understand explanations of options available to me. I feel much better now about my future prospects.

22. Juni 2026
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Antwort von Hymans Robertson Personal Wealth

Thank you for taking the time to leave this review Ilona. We’re are so pleased you had a great service and will pass on your kind words to the team.

Bewertet mit 5 von 5 Sternen

Callum at Hymans Robertson Personal…

Callum at Hymans Robertson Personal Wealth was friendly, approachable, and informative. I came away from the session with clear goals and practical resources that will support me on my financial journey.

1. Juni 2026
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Sophia. We're delighted that your experience was a positive one and will pass on your kind words onto Callum.

Bewertet mit 5 von 5 Sternen

Great conversation with Callum which…

Great conversation with Callum which set my mind at ease with what I am planning on doing financially.

1. Juni 2026
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Ester. We're delighted that your experience was a positive one and will pass on your kind words onto Callum.

Bewertet mit 5 von 5 Sternen

Feedback on Financial Advice

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.

13. April 2026
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Madeline. We're delighted that your experience was a positive one and will pass on your kind words onto Edward.

Bewertet mit 5 von 5 Sternen

Lewis Coglan was very insightful and…

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.

10. Februar 2026
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Geoffrey. We're delighted that your experience was a positive one and will pass on your kind words onto Lewis.

Bewertet mit 5 von 5 Sternen

Liam was attentive and gave me some…

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

22. Dezember 2025
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Liam.

Bewertet mit 4 von 5 Sternen

Great Advise

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

20. Jänner 2026
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Sarb. We're delighted that your experience was a positive one and will pass on your kind words onto Lewis.

Bewertet mit 5 von 5 Sternen

A very helpful initial consultation…

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.

15. Jänner 2026
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Stephen.

Bewertet mit 5 von 5 Sternen

A common sense approach to investing!

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!

7. Jänner 2026
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Richard. We're delighted that your experience was a positive one and will pass on your kind words onto Ed.

Bewertet mit 5 von 5 Sternen

Intuitive and efficient service

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.

6. Jänner 2026
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Rob. We're delighted that your experience was a positive one and will pass on your kind words onto Stuart.

Bewertet mit 5 von 5 Sternen

Meeting with Liam Duffy

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

2. September 2025
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Michael. We're delighted that your experience was a positive one and will pass on your kind words onto Liam.

Bewertet mit 4 von 5 Sternen

Helpful tailored advice and information

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.

12. Dezember 2025
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Chetna. We're delighted that your experience was a positive one and will pass on your kind words onto Liam.

Bewertet mit 5 von 5 Sternen

Very helpful

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

26. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Jahan. We're delighted that your experience was a positive one and will pass on your kind words onto Joe.

Bewertet mit 5 von 5 Sternen

I have an excellent ongoing experience…

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.

17. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Georgia.

Bewertet mit 5 von 5 Sternen

Pension Advice

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.

10. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Andrew. We're delighted that your experience was a positive one and will pass on your kind words onto Graeme.

Bewertet mit 5 von 5 Sternen

Graeme Robertson

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.

13. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Mark. We're delighted that your experience was a positive one and will pass on your kind words onto Graeme.

Bewertet mit 5 von 5 Sternen

Stuart Pryor was excellent

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.

11. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Stuart.

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Erfahren Sie mehr darüber, wie Bewertungen auf Trustpilot gehandhabt werden.

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Die Verifizierung hilft sicherzustellen, dass es sich bei den Bewertungen, die Sie auf Trustpilot lesen, um Bewertungen von echten Menschen handelt.

Anreize für das Schreiben von Bewertungen anzubieten oder selektiv zur Bewertungsabgabe einzuladen, kann den TrustScore verfälschen. Deshalb verstößt beides gegen unsere Richtlinien.

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