Hymans Robertson Personal Wealth Reviews 

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 🌟

Many thanks to the team at HRPW led by Jeff in Scotland for excellent advice and support as we reviewed and then implemented changes to the way we structure and manage our investments. everyone in the team was highly professional and the support throughout was first class

We were introduced to Carol by our accountants about 15 years ago. Right away she made us feel at ease and since then she has been instrumental in setting up our long term investment and pension plans giving us sound advice along the way. We have now retired and more than ever we realise that Carols advice back then was invaluable.
So when we heard that Carol had returned to the industry without hesitation we were happy to transfer all our investments over to Hymans Robertson under Carols management, a process that was effortless for us.
We have an ongoing project which has cost significantly more than first anticipated. Carol has provided great financial support and advice enabling us to release funds but at the same time safeguarding our long term retirement plan, reassuring us. Carol is friendly very knowledgeable, professional and I would highly recommend her services.
Gordon and Freddie McShannock

Received retirement planning financial advice from Ed Faulkner. The advice was very helpful and its implementation will, I expect, cover the cost of the advice many times over. Ed was very responsive, professional, friendly and easy to work with.

My wife and I were introduced to Hymans Robertson via a sponsored teams call by my employer early in 2023.
Arranged a free consultation with one of their advisers Edward Faulkner. Since then we have had several teams calls along with sound financial planning and analysis. In fact I would say Ed has given a very personal service and complete piece of mind that he is looking for our very best financial interests. All of this feeling that a personal service and relationship has been struck up with Ed. We look forward to a great relationship as I retire this year and have confidence that our interests are being looked after.

We have known Carol for a number of years and were delighted to hear that she had returned to the industry with HRPW, this made transferring the easiest decision ever. Personal finances can be quite emotional but Carol is very friendly, professional and takes time to ensure that everything is understood. We’re looking forward to our next review in a few months and more importantly early retirement in 12-18 months.
Carol is an asset to the business and we look forward to the future.

My husband and I have known Carol for many years and have complete trust in her and how she represents the company.
Always available, always ready and willing to listen and always delivering the best advice in the most personalised and comprehensive way.

We've had significant changes and family events which with the best help, support and advices from Carol, have taken any worry away and have enabled us to take those decisions with confidence.

We feel pension ready, which was
always the goal for us ahead of being pension age and believe that with good planning we are where we need to be financially .

We feel in very good hands and completely reassured for the future.

Being a cautious person with my money I am always wary of financial advisers but a close friend recommended Carol and the team at HRPW and I am so glad he did.
Professional and friendly, listen to my needs now and future and make sure I understand all the advice. Took all the stress of transferring from other firms. The continue support is great. Have no doubts in recommending to others.

Excellent service from Matt with my pension planning.

Having been with another financial establishment for the last few years the difference with regards to professionalism, clear and concise information and response time to our questions is like night and day. Carol. Amy, Hannah and team have made our transition so straightforward and we would have absolutely no problem with recommending HRPW to friends and family (which i have been doing as i don't want others to struggle with financial advice the way we did previously!)

Carol is professional, straightforward and I trust her judgement implicitly. My recent financial review made complete sense and Carol advised on a big decision I have to make this year which will impact on my finances.She got my head out of the sand and I see that I have choices. She is a star.

Excellent and professional service provided by Carol, Amy and the supporting team. I have worked with Carol for many years but moved with her to Hymans Robertson and would highly recommend her for all your pension and wealth support!

Amazing service provided by Carol. I transferred from another firm and I was naturally cautious about how easy the transition would be - I needn’t have worried, the whole process was very simple.

Carol is professional, friendly and approachable. She explains everything in a clear and straightforward manner. I’m very happy with the first class service I receive.

Wonderful service from Carol and her back-up team. Easy transition from another firm and could not be happier with the move or the service received to date. Everything explained in layman’s terms making me confident and happy with my investment choices.

Another professional review of my investments with Carol. Additional support of managing the app was very much appreciated.