Harry's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 10 )
Pensions ( 45 )
Retirement income (annuities, drawdown) ( 15 )
Auto Enrolment ( 1 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 8 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 17 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
Up to £50k ( 14 )
( 1 )
£50k - 100k ( 9 )
Review
by a verified client in Bridgend
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I’m on a glide path to retirement and needed to make sure I had adequate income to live the life I wanted and to help out my family
How has Harry Robinson helped you?
Harry gave me a clear financial plan and helped me with my investment strategy
Have you seen the outcome you were hoping for?
Absolutely. I now have a clear route map to retirement with key financial milestones
What could they have done better?
I just wish I’d met Harry 10 years earlier
Review
by a verified client in Vale of Glamorgan
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Harry was recommended to me by a relative. I had a pension that didn't seem to be growing and so Harry provided advice onboard this.
How has Harry Robinson helped you?
After our first meeting I felt confident Harry was advising in my best interest and I was happy to switch my pension over to him. I have also followed Harry's advice on how to invest our savings.
Have you seen the outcome you were hoping for?
Whilst still early days, I saw significant improvement in my pension within 6 months. Our savings investment is still in its first month so too early to draw any conclusions, but I am confident in Harry's advice.
Review
by a verified client in Rhondda Cynon Taff
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and inheritance planning
How has Harry Robinson helped you?
Harry initially provided me with the information to understand how the various investment methods and processes work. Once he had all of the information of my current circumstances, he was able to developed a realistic and personalised stategy to help me achieve my financial goals.
Have you seen the outcome you were hoping for?
Yes. Harry is already exceeding his initial projections surpassing expectations.
What could they have done better?
Nothing.
Review
by a verified client in Vale of Glamorgan
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial Planning Advice.
How has Harry Robinson helped you?
Educated us on the the current landscape and helped us to make informed choices.
Have you seen the outcome you were hoping for?
Yes - returns already and peace of mind.
Review
by a verified client in Vale of Glamorgan
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed expert advice
How has Harry Robinson helped you?
He has made the process easy as possible with my pension needs
Have you seen the outcome you were hoping for?
Yes brilliant