Jack Hobbs — Network Financial Adviser in Cardiff
About Jack Hobbs
Jack Hobbs is a Financial Adviser at Harry Robinson Wealth Management, specialising in investment planning, retirement planning and inheritance tax planning. Having completed the CII Level 4 Diploma in Regulated Financial Planning, Jack combines technical knowledge with a straightforward, personal approach to advice. He takes the time to understand each client’s circumstances, goals and aspirations before creating a clear, structured financial strategy designed around what matters most to them. For Jack, good financial advice is about more than investments and numbers. It is about providing clarity, solving concerns and giving clients the confidence that they are making the right decisions for their future. He particularly enjoys helping clients plan for major life stages, from building wealth and preparing for retirement to considering how assets can be passed on to the next generation. Jack places strong importance on long-term relationships and ongoing support. He regularly reviews clients’ plans to ensure they continue to reflect changing circumstances and priorities, providing reassurance and guidance throughout their financial journey. Outside of work, Jack enjoys keeping active at the gym and spending time with family and friends.
Services
- Retirement planning
- IHT planning
Specialisations
- Retirement Planning
- Investment Management
- Inheritance Tax Planning
- Tax Planning
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Jack Hobbs is FCA-verified (firm: Harry Robinson Wealth management).
Frequently Asked Questions
Is Jack Hobbs an FCA-regulated financial advisor?
Yes. Jack Hobbs is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Jack Hobbs offer?
Jack Hobbs offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Jack Hobbs?
Fees vary depending on the service, the complexity of your situation and the assets involved. Jack Hobbs will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Jack Hobbs works as part of a network, with access to a carefully selected panel of providers. Network advisors share resources and compliance support but still tailor advice to each client's individual goals.
How do I book a consultation with Jack Hobbs?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Jack Hobbs directly through the contact form.
Does Jack Hobbs work with clients outside Cardiff?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Jack Hobbs is based in Cardiff but you can confirm preferred meeting locations and video options when you book your initial call.