Wealth management firm goes from strength to strength

Harrington Robertson Wealth Management (HRWM) is a financial advice company established in 2009 by Directors Keith Robertson and Andrew Harrington and based locally in Lymm. The company continues to grow from strength to strength.

Since launching HRWM Ltd has experienced great success offering local Independent Financial Advice on; Investments, Pensions, Estate Planning (mitigation of Inheritance Tax), Cash-Flow modelling, Financial stress testing and Business Protection. They currently have assets under management of £70 million.
HRWM Ltd is proud of its local links with Lymm and the Warrington area. In recent years, the company has expanded its business support team and added Natalie Calderbank as a Chartered Financial Planner.
Harrington Robertson Wealth Management is proud to remain fully independent and highly committed to offering high quality financial advice. The company passionately believes in a principled approach to both customer service and advice to create and deliver the perfect package for its clients.
Harrington Robertson Wealth Management places great pride in removing conflicts of interest between clients and itself, and has designed a service proposition that aligns its clients’ success to its own success. Being independent, HRWM considers a wide range of financial strategies and products for clients. The company constantly reviews the market to ensure that the services and products it offers are appropriate for its clients.
Financial Planning can sometimes be simple and at times complex. Everyone is different, but for most this is likely to include several areas of advice which HRWM can cover. In the current economic climate, it is more important than ever that clients are able to make sound financial decisions.
As such, at the forefront of any independent advice HRWM offers to clients is the new FCA Consumer Duty Regulations which aims to set higher and clearer standards of consumer protection across financial services and require all firms to act to deliver good outcomes for customers.
HRWM embraces the new FCA regulations and is passionate about continuing to ensure that no conflicts of interest exist between itself and its clients. IFAs should work for their clients, and not the product providers. Helping clients understand not just what steps they need to take, but why, is absolutely key in HRWM’s advice. That’s why HRWM spends a great deal of time with its clients in order to raise their level of understanding. Informed and knowledgeable clients are far more likely to achieve their goals.
Quite simply, HRWM would not succeed without building strong long term relationships. That’s why at Harrington Robertson Wealth Management Ltd clients will always receive a very warm welcome, regular reviews, and learn to understand the principles which have served many generations. HRWM develops relationships with its clients and works in partnership with them throughout the various stages of their lives. The success of how HRWM works closely with its clients can be demonstrated by the many testimonials on its website.
HRWM always offers an initial meeting without cost or obligation, and makes sure any subsequent work is undertaken at a pre-agreed and transparent cost. In preparing for the future and by embracing market-leading technology, HRWM Ltd can apply the foundations to which its business is based: “Traditional Values-Forward Thinking”.
Additionally, HRWM regularly works in conjunction with clients’ accountants or legal advisers to provide a comprehensive and seamless financial solution.
The company knows that everyone’s needs are individual, but if you take your finances as seriously as it does, HRWM can guarantee you a very warm welcome, so please do get in touch.
As part of this, HRWM is hosting a seminar on the very important area of financial planning for many people: “Intergenerational Wealth Planning”. The seminar will explain how to prepare your money and estate for your children and how to prepare your children for their inheritance. (Please see advert below for seminar details).

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