Harry Robinson enjoyed a career in professional rugby playing for Cardiff Blues, Llanelli Scarlets and Wales, however having sustained a career ending neck injury he was forced to retire at the age of 23.
This unforeseen circumstance illustrated to him the importance of individuals recognising and making informed investment planning decisions to ensure their future long-term financial interests are planned for and protected. The strength of this belief provided him with the determination to set up his own financial planning company in April 2017.
Providers of holistic financial planning, Harry Robinson, Associate Partner of St. James’s Place Wealth Management Wealth Management offers advice and solutions to individuals and business in four main subjects – Protection, Pensions, Investments and Mortgages.
Advice mainly focuses on these four areas with additional access to specialists in Inheritance Tax Planning (IHT), Trusts and Capital Gains Tax Planning (CGT).
Harry explains that his emphasis is on building and maintaining long term relationships with his clients and to continue to provide them with advice as their financial needs evolve over time. “Deciding on whom you are con dent to entrust your finances long term is a huge decision and one I understand.
Before a mutual agreement is reached with my clients I share with them my core beliefs and values to ensure clear advice is given in their very best interests; ultimately I want them to achieve long term future financial stability.”
Harry’s core principles of hard work, integrity and commitment are the foundations of his business whether the client’s priority is to:
- Build or preserve capital
- Gain financial protection against risk
- Pension planning for retirement
- Distribute wealth tax efficiently for future generations.
“We offer the bene t of genuinely client focused business, delivering solutions that are right for each individual. We do not offer – off the shelf solutions. I believe everyone deserves help to navigate the potential mine eld of personal finances.”
Is there a minimum account size for your clients?
Not at all; whatever your financial situations or goals, a strong financial plan is paramount. I believe everyone deserves help to navigate the potential mine eld of personal finances and have help to avoid any pitfalls that they may not have thought about or even know about. With the uncertainty about the future pension provisions from the state I believe it is paramount to make sure that you take your future into your own hands! I can support people through this process.
What aspects of your business distinguish you from your competition, and can you tell us your client service philosophy?
I put clients firmly at the heart of everything I do and believe in providing a genuine client focused business. In my experience, no two clients are the same and I, therefore, ensure that I understand your personal or business objectives and deliver solutions that are right for you.
I do not provide off the shelf solutions, but offer the bene t of a single relationship for all of your financial planning needs. I strive to offer the very best service to develop a long term relationship with you.
I deliver my commitment by:
- Providing personal face-to-face financial advice
- Giving you the opportunity to review your financial affairs regularly
- Effectively managing your investments via our distinctive approach
- Keeping you informed of the latest news and any changes that might affect your personal situation
- Listening to your feedback
- Ensuring that our dealings with you are sensitive to your needs
“If you are interested in a no obligation full financial review to ensure you have all your bases covered in your financial plan, I will be more than happy to arrange a meeting to give you piece of mind. The Partner Practice 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 ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
If there are areas that need addressing I can work with you to put a comprehensive plan in place to make sure you are in the best financial position possible.”
Harry Robinson, Associate Partner St. James’s Place Wealth Management
3 Park Place, Cardiff, CF10 3DQ