Harry Robinson Wealth Management - Cardiff

Harry Robinson Wealth Management es una empresa de consultoría financiera con sede en Cardiff, Reino Unido. Su dirección es 3, Harry Robinson Wealth Management, Park Court Mews, Park Pl, Cardiff CF10 3DQ, United Kingdom., y puede ser contactada por teléfono en 7989526750 o visitando su sitio web en harryrobinsonwm.co.uk.

Características y especialidades

Harry Robinson Wealth Management ofrece consultoría financiera personalizada a individuos y familias. Su enfoque se centra en crear planes financieros adaptados a las necesidades únicas de cada cliente, lo que les permite alcanzar sus objetivos financieros a largo plazo.

Especialidades

• Financial consultant
• Planificación financiera
• Inversión
• Finanzas personales
• Planificación para el retiro

Ubicación y facilidades

La empresa tiene una ubicación accesible para personas con discapacidad, con un estacionamiento de coches accesible y entrada y baño accesibles para sillas de ruedas. También es recomendable programar una cita con anticipación para asegurar un tiempo adecuado.

Opiniones

Según las opiniones de clientes, Harry Robinson Wealth Management ha demostrado ser una empresa de confianza y profesional. Los clientes han elogiado la atención personalizada y la capacidad de explicar conceptos financieros complejos de manera clara y accesible.

Preparativos y estadísticas

Esta empresa tiene 4 reseñas en Google My Business, lo que indica una buena reputación entre sus clientes.

👍 Reviews of Harry Robinson Wealth Management

Ellis J.

5/5

Harry Robinson has looked after my finances for the last few years. During this time I have changed careers, got married and had children. Harry has always been on hand to offer advice and create a cash flow plan bespoke to my life circumstances to ensure that my family are financially secure now, and in years to come.

On a personal note, Harry is kind and empathetic and can explain the complexities of financial investments in a way that gives me confidence and is easy to understand. I would definitely recommend Harry’s services to friends and family.

chris A.

5/5

Harry has been my financial advisor for the last 3 years and has been fantastic throughout.

Harry has provided me with first-class financial advice, ensuring that the necessary protection policies are in place to give me peace of mind, whilst also creating a plan that will lead to my dream retirement.

Jonathan S.

5/5

Harry and the team at Harry Robinson WM and SJP are simply excellent. They keep finance simple, profitable and are always in your corner to help explain things or suggest new strategies to improve your overall circumstances or goals. Highly recommended, a true modern financial adviser who actually has your back!

Rob T.

5/5

Harry provided me with a thoroughly professional service. This was the biggest financial decision I had made and with Harry's knowledge and experience it was one of the easiest to make.