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Hymans Robertson Personal Wealth Opiniones 

95
TrustScore: 5 sobre 5

4,8

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

Callum was incredibly helpful. He answered all my questions about my finances in a way I could actually understand and without judgement. Was great to find out what my options are and get tips on savi... Ver más

Valorada con 5 estrellas sobre 5

Nearing retirement, Sarah & I were facing our future with a degree of trepidation. How much do we need in retirement? Have we saved enough? When can we actually retire? Having found HRPW and ou... Ver más

La empresa ha respondido

Valorada con 4 estrellas sobre 5

James and his team are knowledgeable and helpful. They provided us with clear advice, guidance and recommendations for actions we can take to secure and improve our retirement plans including forecast... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Great conversations with James. We have had several conversations with James from Hymans Robertson about cash flow and retirement planning. They were simple and easy to understand for complete finan... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Asesor financiero
  2. Planificador financiero

Sobre Hymans Robertson Personal Wealth

Escrito por la empresa

We provide expert support to get the most from your money. Whether you need help with your own finances, or if you're an employer looking to improve your people's financial wellbeing, we can help.

Individuals

For individuals we provide tailored financial planning, wealth management and coaching to help you achieve your financial goals. We tailor our support to your needs, helping you make big and small financial decisions with confidence – from the beginning of your career through to retirement.

Find out more

Employers

For employers we deliver flexible financial wellbeing programmes matched to the needs of your people, including financial coaching, one-to-one guidance, workshops and financial planning. We’re here to support greater financial wellbeing and security across the whole workforce.

Find out more

Delivered by a team who care

As a certified B Corporation, we’re driven by purpose and conscious of our social and environmental impact. These values are brought to life by the actions of our team.

Our highly qualified, regulated financial experts work in partnership with you, empowering you to make choices that help you achieve your financial goals.

Meet our team


Información de contacto

4,8

Excelente

TrustScore: 5 sobre 5

95 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,8

Todas las opiniones

(95)

34 opiniones en los últimos 12 meses

Escribir una opinión
Trustpilot no permite a las empresas ofrecer incentivos ni pagar para ocultar opiniones. Las opiniones son propiedad de los usuarios y no de Trustpilot. Más información

Valorada con 5 estrellas sobre 5

Such good service.

Great! Concise and easy to understand explanations of options available to me. I feel much better now about my future prospects.

22 de junio de 2026
Valorada con 5 estrellas sobre 5

Callum at Hymans Robertson Personal…

Callum at Hymans Robertson Personal Wealth was friendly, approachable, and informative. I came away from the session with clear goals and practical resources that will support me on my financial journey.

1 de junio de 2026
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Thank you so much for taking the time to leave this review Sophia. We're delighted that your experience was a positive one and will pass on your kind words onto Callum.

Valorada con 5 estrellas sobre 5

Great conversation with Callum which…

Great conversation with Callum which set my mind at ease with what I am planning on doing financially.

1 de junio de 2026
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Ester. We're delighted that your experience was a positive one and will pass on your kind words onto Callum.

Valorada con 5 estrellas sobre 5

Feedback on Financial Advice

The advice I received from Edward was very clear. He quickly identified the gaps in terms of insurance cover I likely needed and also gave good advice on how I could get my savings to work harder. He listened attentively and I did not feel rushed into making decisions.

13 de abril de 2026
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Madeline. We're delighted that your experience was a positive one and will pass on your kind words onto Edward.

Valorada con 5 estrellas sobre 5

Lewis Coglan was very insightful and…

Lewis Coglan was very insightful and helpful. As I work in Finance, I thought I was very conversant with matters finance but he highlighted subject matter I had not considered before which was a massive value add.

10 de febrero de 2026
Opinión espontánea
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Thank you so much for taking the time to leave this review Geoffrey. We're delighted that your experience was a positive one and will pass on your kind words onto Lewis.

Valorada con 5 estrellas sobre 5

Liam was attentive and gave me some…

Liam was attentive and gave me some really solid advice to help me reach my goals

22 de diciembre de 2025
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Liam.

Valorada con 4 estrellas sobre 5

Great Advise

I had a 121 with Lewis. Based on the questions I asked, the answer was relevant and prompt with the solution required.

20 de enero de 2026
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Sarb. We're delighted that your experience was a positive one and will pass on your kind words onto Lewis.

Valorada con 5 estrellas sobre 5

A very helpful initial consultation…

A very helpful initial consultation with Stephen Pryor who was able to answer some specific questions that I had, do a quick assessment of priorities and identify some action points.

15 de enero de 2026
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Stephen.

Valorada con 5 estrellas sobre 5

A common sense approach to investing!

Ed was my adviser in the process, and straight from the start he was well-informed, thorough and helped to formulate a great plan to achieve my financial goals; in a friendly manner!
The reports are written in a clear, understandable way, with enough information to enable you to reach an adequate conclusion.
Well done!

7 de enero de 2026
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Richard. We're delighted that your experience was a positive one and will pass on your kind words onto Ed.

Valorada con 5 estrellas sobre 5

Intuitive and efficient service

I met with Stuart Pryor and had couple of discussions about my financial position over the phone. He was excellent: fast onto the key issues, asked good questions and made helpful and targeted suggestions. I highly recommend him.

6 de enero de 2026
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Rob. We're delighted that your experience was a positive one and will pass on your kind words onto Stuart.

Valorada con 5 estrellas sobre 5

Meeting with Liam Duffy

Valuable meeting. We found it very insightful and useful. With follow up and recommendations.

2 de septiembre de 2025
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Michael. We're delighted that your experience was a positive one and will pass on your kind words onto Liam.

Valorada con 4 estrellas sobre 5

Helpful tailored advice and information

Liam arrived on time, was friendly and professional. I was given information based on my questions it was broken down and communicated in an understandable way. I was offered a follow up appointment.

12 de diciembre de 2025
Opinión espontánea
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Thank you so much for taking the time to leave this review Chetna. We're delighted that your experience was a positive one and will pass on your kind words onto Liam.

Valorada con 5 estrellas sobre 5

Very helpful

Joe provided some really helpful, rounded advice and helped me get in touch with the right people to continue and further my financial planning. I would certainly recommend Hymans Robertson as trustable financial advisors

26 de noviembre de 2025
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Jahan. We're delighted that your experience was a positive one and will pass on your kind words onto Joe.

Valorada con 5 estrellas sobre 5

I have an excellent ongoing experience…

I have an excellent ongoing experience working with Georgia Hall. She is professional, approachable, and genuinely committed to helping.

Georgia went above and beyond to ensure everything was handled smoothly. I wouldn’t hesitate to recommend her to anyone looking for reliable, professional service.

17 de noviembre de 2025
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Georgia.

Valorada con 5 estrellas sobre 5

Pension Advice

Graeme, took the time to understand my circumstances and gave me straight forward information which helped me cut through the pension jargon and see how retirement is possible. Highly recommended.

10 de noviembre de 2025
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Andrew. We're delighted that your experience was a positive one and will pass on your kind words onto Graeme.

Valorada con 5 estrellas sobre 5

Graeme Robertson

Graeme offered helpful, concise guidance on the various options open for me. He had an immediate understanding of my financial situation and presented the various options. He has opened up the various possibilities which will present themselves as I get nearer to retirement. A great help, many thanks.

13 de noviembre de 2025
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Mark. We're delighted that your experience was a positive one and will pass on your kind words onto Graeme.

Valorada con 5 estrellas sobre 5

Stuart Pryor was excellent

Stuart Pryor assessed and ascertained my situation quickly after a brief Q&A. He gave me reasoned advice based on my circumstances including steps to follow and pitfalls to avoid. I'll be actioning those shortly and will diarise any follow ups.

11 de noviembre de 2025
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Stuart.

Valorada con 5 estrellas sobre 5

Georgia Hall the Pension Translator

Georgia Hall helped me navigate the many options for pensions and offered general financial advice, and she talked to me like I was a human and on the same level as her, instead of assuming I should already know everything!

She is a highly skilled financial advisor, and I would highly recommend her to anyone who is looking for one.

23 de octubre de 2025
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review Kyan. We're delighted that your experience was a positive one and will pass on your kind words onto Georgia.

Valorada con 5 estrellas sobre 5

Good support at all stages

As a risk averse investor Graeme offered clear advice and answered all my questions regarding my accounts. Every effort was made to support me at all stages of the process.

24 de octubre de 2025
Opinión espontánea
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Respuesta de Hymans Robertson Personal Wealth

Thank you so much for taking the time to leave this review. We're delighted that your experience was a positive one and will pass on your kind words onto Graeme.

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