Hymans Robertson Personal Wealth Reviews 

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.

We have met Georgia once face to face and found her friendly, knowledgeable and responsive

Graeme was helpful and knowledgeable. Created a comfortable environment where I felt that no question was silly! Thank you!

Graeme was extremely helpful when I wanted to work out projections and options for my pension pot on retirement. The reports were detailed and relevant, and he worked through them with me in a way that answered all my questions.

The team at Hymans, and Georgia Hall in particular have been excellent. I work in financial services and have a good understanding of pensions but wanted to validate I was on the right path and review my existing varied pension pots (which I hadn't got round to doing). As a result of the advice and support from Georgia and her team I've consolidated the pots into an investment mandate that reflects my risk appetite and return expectations. Would highly recommend.

I’d been thinking for a while that I should combine my various company pensions but what held me back was not knowing a financial adviser I could turn to for a bit of guidance. Long story short, I was put in touch with Georgia Hall, she made the whole process seamless, quick, and incredibly efficient. It’s also such a comfort knowing that Georgia is extremely knowledgeable and always happy to make herself available whenever I have questions or concerns. I only wish I’d done this sooner! Huge thanks to Georgia and her team.

Georgia Hall has been brilliant, patient and very understanding during the process of collating and transferring my various pensions into one account - no mean feat. In addition to this, she has been a great source of industry knowledge and advice, all which has made the retirement process far simpler, less confusing and consequently less fraught than I cope have hoped. Thank you Georgia!!

Had my annual review with Georgia Hall and she explained everything in detail and also the future changes that could effect pensions, thanks Georgia

I was assisted by Georgia Hall who was very helpful, patient and responsive. She made every effort to guide and support me under huge time pressures. She made what seemed like a daunting and complicated process very simple and stress free.

I had my guidance call with Georgia Hall, to discuss some questions I've had in mind for a while following my coaching session. I found the session very helpful, Georgia always makes sure to listen and confirms details so that all the information she provides is tailored to my circumstances and goals I mentioned. Having this kind of support and encouragement is truly amazing and needed to make sure I am on the right path and have peace of mind regarding my financials, which is exactly what I was looking for. I will make sure to book my follow up with her to check in and ensure I stay on track.

I had a really great call with Callum Gorrie. He was really friendly and knowledgeable and I got some great pointers on what to do next with my pensions.

Following a webinar led by Lewis Coglan, I chose to have a 1 2 1 session with him personally. Having to re-schedule I waited for a slot in his diary. The reason was that he came across as knowledgeable, relatable and very professional. He managed the 1 2 1 session very professionally, with great listening skills. He imparted a number of really useful pieces of information which were very specific to my circumstances. He came across as an experienced financial adviser with an in depth knowledge of the industry and products. I rarely do reviews but felt this young man deserved recognition.

My review was with Lewis who was very knowledgeable and informative. I learnt a great deal and was very pleased with the experience. Keep up the good work Lewis

The general session was really informative. It helped clear up some questions I had around pensions and an insight into things to think about going forward. I would highly recommend that anyone considering reaching out to Hymans Robertson does so. Jen made things really relaxed and I felt comfortable to ask any questions I had with regards to pensions.

I had a review with Callum Gorrie to look at whether my dreams of early retirement were possible, and to maybe set a realistic date on when this might be achievable. Callum is very personable. He listened, asked questions to get an overview of my home life situation. I felt very at ease and after speaking with Callum he suggested a couple of things I could do to boost my income/savings to enable me to have the income to bridge any shortfalls until such time as my husband reaches state pension age. Thank you for explaining things in an easy to understand way with no jargon and for the suggestions. I would definitely recommend Hymans Robertson and Callum if you need any financial help. Won't hesitate to use them in the future should I need any more guidance. Thank you

Awesome service, from the initial discussion around our plans to the recommendation report to the execution of the various transfers and transactions.

All the forms completed ready for us to sign :-)

Staff are friendly and very helpful.

The service provided by Lewis at Hymans Robertson
was excellent. He explained well the procedure and was always available on the phone or by email. The research team at Hymans did a good professional job finding the best market rates for me.
Lewis did well directing me through the documents, and finalising the details. Overall very pleased.

We needed an empathetic expert to guide us through a life changing episode.
She delivered the straight forward honest appraisal that sent us down the right road
Thank you Carol for your candour, integrity and experience
Tom and Marie

advisor was knowledgeable and helpful when I had a specific and obscure set of pension circumstances

Jen McCulloch is a highly skilled member of the Hymans team. She has a great way of explaining concepts and provides insightful analysis of different financial scenarios. She is extremely personable and puts the client at the heart of her work. Nothing is too much trouble. A real asset to the organisation.