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With over two years of experience in financial advice and supported by Practice Manager Harry’s eight years in the industry, Harry Robinson Wealth Management delivers structured, long-term planning designed around each client’s goals. Both advisers hold the CII Level 4 DipPFS, with Harry also qualified in CeMAP, ensuring well-rounded expertise across investments, retirement, and inheritance tax planning.
A typical day for the team begins with morning exercise followed by office planning sessions to align the day’s priorities. Client meetings, portfolio reviews, and tailored strategy preparation form the core of their work, complemented by ongoing professional development to stay sharp and up to date.
What they enjoy most is the peace of mind they bring to clients—from resolving concerns and clarifying goals to guiding business owners through tax planning or helping families visualise their long-term aspirations. Building genuine, lasting relationships sits at the heart of their approach, ensuring clients feel supported through every stage of life.
Harry Robinson Wealth Management combines personal service with the strength and structure of the wider St. James’s Place framework, offering one-to-one guidance across investment planning, retirement planning and inheritance tax planning.
With over two years of experience in financial advice and supported by Practice Manager Harry’s eight years in the industry, Harry Robinson Wealth Management delivers structured, long-term planning designed around each client’s goals. Both advisers hold the CII Level 4 DipPFS, with Harry also qualified in CeMAP, ensuring well-rounded expertise across investments, retirement, and inheritance tax planning.
A typical day for the team begins with morning exercise followed by office planning sessions to align the day’s priorities. Client meetings, portfolio reviews, and tailored strategy preparation form the core of their work, complemented by ongoing professional development to stay sharp and up to date.
What they enjoy most is the peace of mind they bring to clients—from resolving concerns and clarifying goals to guiding business owners through tax planning or helping families visualise their long-term aspirations. Building genuine, lasting relationships sits at the heart of their approach, ensuring clients feel supported through every stage of life.
Harry Robinson Wealth Management combines personal service with the strength and structure of the wider St. James’s Place framework, offering one-to-one guidance across investment planning, retirement planning and inheritance tax planning.