Hymans Robertson Personal Wealth helps individuals, families and business owners live the life they want, both now and in the future. We provide independent financial advice and wealth management tailored to your circumstances, goals and values. Our approach combines technical expertise with a personal, client-first focus, helping you make informed decisions across retirement planning, investments, tax and estate planning, risk management and family governance.
Through our Wealth & Private Office Services, we support private individuals, multi-generational families and family businesses, helping balance personal and business ambitions, preserve values and build legacies. Each client works with our dedicated team wealth manager, supported by a team of professional experts, to create, implement and monitor a plan that evolves as life changes.
We focus on helping family businesses plan for succession and manage wealth across generations, ensuring long-term, trusted relationships and lasting impact for both the business and the family.
Team contact
Jeff Simpson
Head of Wealth & Private Office Services
jeff.simpson@hymans.co.uk