Hymans Robertson Personal Wealth is a subsidiary company working to inspire, motivate and empower people to understand and better control their finances, transforming their relationship with money.
The Personal Wealth team are here to help with life’s big events and challenges through four services:
We help employees broaden their understanding of a range of important financial topics, through interactive seminars covering life’s big events and challenges.
Bookable sessions increase your people’s confidence when they need it, thanks to meaningful guidance from our friendly financial experts. Clinics can be run virtually or on-site.
A year of dedicated one-to-one financial coaching sets goals and clear actions, builds resilience and puts your people in control of their financial wellbeing.
Regulated advice from highly qualified advisers gives your people the confidence to meet their financial goals.
These unregulated services referred to on this page are on a guidance basis only and are only available through the workplace. The financial advice service is fully regulated. To find out more information, please visit the Hymans Robertson Personal Wealth website.
Hymans Robertson personal wealth is authorised and regulated by the Financial Conduct Authority.
James was both professional and friendly, and I found him very understanding. The session was really valuable as it got me thinking about things which I had put on the back burner and encouraged me to actually do something about them. I have now made changes by increasing my pension contribution, finding out when my mortgage deal ends, and making a plan of action for that time, and I have diarised making a will during the free will writing week that James highlighted.
HRPW client
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