Hymans Robertson Personal Wealth Reviews 

Carol really took time to get to know us and our needs and the result was that we felt that we got advice that was really relevant to us and our situation. Did not feel like a standard report but one really tailored for us and our level of financial knowledge and experience. Carol listened to all our questions, answered them patiently and clearly and gave us confidence over our financial options as we head into retirement.

We were having growing concerns about our Financial and Investment Company, its market performance and changes and restructuring within it. Consequently, we approached Carol who had been our previous financial adviser for many years. Carol, Amy and their team were able to transfer our funds and accounts simply and effectively.
To repeat what other reviewers have said, Carol takes a personal interest in her clients.

Have found working with HRW amazingly simple and straightforward. I now have a plan that I’m very comfortable with explained to me in the simplest of terms. I literally couldn’t recommend them highly enough and have already recommended to friends

Great advice and an attentive team. Everything also broken down in to simple terms and everything is explained. Highly recommend

As someone who has worked in pensions my whole life I wasn’t sure at first what a financial adviser could help me with about my own retirement. However I quickly discovered that pensions taxation etc has become ever more complex, so having good advice was critical.

Matt and the team were super helpful, advising me and my wife together, and looking at finances in the round. Unlike some previous experiences with others, Matt’s advice (verbal and written) was really clear and helpful, obviously focussed on our own situation, and spelled out the pros and cons of any potential changes without any pressure one way or the other.

Really valuable advice, I’d heartily recommend!

Very happy with my financial coaching sessions with James - having someone objective to bounce ideas off and to work through my thinking has proven invaluable, and the follow up calls to track progress have been well worth it. My financial situation is rapidly improving, and I feel a lot better as a result.

I had a review with James Doyle focusing particularly on Pensions and looking at the way forward with the separate company Pensions that I have. The advise was very good and has enabled me to focus on achieving my goal of an early retirement and ensuring I focus on the right decisions over the next 4 years to achieve this.

I had a call with Matthew who is incredibly knowledgeable and shared a lot of guidance and answered my questions without any jargon. Given me a lot to think about.

My financial coach (James) provided a personable and knowledgeable service that has really helped me to set meaningful and achievable financial goals. The communication from Hymans Roberston Personal Wealth combined with the easy-to-use app meant that the on-boarding process was very simple and efficient.

Carol and Amy have been excellent in terms of communication and transparency. I have absolute trust in them to look after my financial well-being.

It is a pleasure dealing with them and the investments that have been proposed have been fantastic.

Excellent customer service from my financial planner. She is always easy to contact and answers my questions promptly. Most importantly she makes my money/pension grow. I can highly recommend this company!

Update: I have not used Trustpilot before and was not sure if it was ok to leave a review for a specific person but now that I have seen other reviews I would like to add that the adviser I praised was Carol. Thank you Carol for all your help, support and excellent advice!

Reading through the other reviews singing Carol's praises I've been struggling to add more.

In a nutshell, I'm relieved and delighted to have discovered Carol, I trust her completely, she's lovely to work with and I've recommended Carol to family and friends.

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 finance novices like us. We'd a couple of very specific questions about our circumstances which James took away and presented us with his findings. Really made a difficult subject much easier for us and gave us thoughts about the best way to plan our future.

Having spoken to a number of financial advisors, I felt Hymans were the right people immediately. Well structured conversations, good and clear financial models and clear explanations have all been hallmarks of working with them. On top of that Matt is an extremely knowledgeable and personable advisor to work with. Thoroughly recommend

Hi had an initial conversation with Matt Hulks who proved to be considerate in his responses and offered brilliant guidance in regards to my queries. I look forward to speaking with him again in the future.

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 our advisor Carol we are now clear on our choices and our future!

Thanks Carol for all your help and support in taking us through a confusing and stressful time and setting us up for an exciting future.

Just wish we’d found HRPW and Carol sooner!

My wife Norah and I have been clients with Carol for the past 15 years. Both in her present role and with her previous employers.
Carol is an excellent ambassador for her profession. She takes time to ensure that her clients receive the best advice for their particular circumstances.
Not only that she takes a personal interest in her clients financial wellbeing. She cares, and that's the difference.

Having gathered multiple pensions together over our working career, Carol & the Team at HRPW were able to maximise the benefits from our funds and make it easier to understand. The projection reports supplied allow us how to flex our income as we go through our retirement. Thanks Carol for all your hard work & patience over the last year.

We have been working with Carol for the past couple of years, through very tumultuous times and are more than happy with her service. She is very knowledgeable, attentive and nothing is any problem. We are confident we are getting sound financial advice and that our financial investments will grow in the future as expected.

Carol has been a terrific support. She is so knowledgeable and approachable. There is no such thing as a silly question and we now know where we stand with our pension and our future. Thank you Carol 🌟