Hymans Robertson Personal Wealth LLP

Reference number: 941435

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When hymanspersonalwealth.com first appeared online, and whether it can receive email
  • What kind of line 020 7082 6420 is
  • Who else gives the postcode EC2Y 5EA
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Limited liability partnership
Incorporated
14 October 2020 (6 years old)
Registered office
One, London Wall, London, EC2Y 5EA

Directors and company secretaries

Name Role Born Appointed Other companies
HYMANS ROBERTSON LIMITED Corporate LLP designated member Not published 14 Oct 2020 1 other company
HYMANS ROBERTSON LLP Corporate LLP designated member Not published 14 Oct 2020 2 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
still active
2
is FCA-registered
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 1 company these 2 directors run together
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Key dates in its history

Hymans Robertson Personal Wealth’s history from the FCA register and Companies House, newest first.

2023

6 November 2023

  • FCA recorded a standard requirement (Financial Promotions for own firm, ARs and other members of the group)

FCA register

2021

12 April 2021

  • Regulated by the FCA from this date
  • Became authorised by the FCA
  • FCA recorded a standard requirement (Article 3 MiFID exempt firm)

FCA register

2020

14 October 2020

  • Incorporated at Companies House
  • Hymans Robertson LLP took control (75–100% of shares)

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Hymans Robertson Personal Wealth

Other FCA-listed firms that share a director, phone number or address with Hymans Robertson Personal Wealth. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
4
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like Hymans Robertson Personal Wealth

Other firms of the same type (financial adviser), nearest first.

In London

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Hymans Robertson Personal Wealth

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 6 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Hymans Robertson Personal Wealth LLP FCA authorised?
Yes, Hymans Robertson Personal Wealth LLP (FRN 941435) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Hymans Robertson Personal Wealth’s phone number and website?
The FCA register lists the phone number 020 7082 6420 and the website hymanspersonalwealth.com for Hymans Robertson Personal Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Hymans Robertson Personal Wealth a scam or clone?
Hymans Robertson Personal Wealth is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Hymans Robertson Personal Wealth?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Hymans Robertson Personal Wealth to the Financial Ombudsman Service, free of charge.
Who owns Hymans Robertson Personal Wealth?
Hymans Robertson Personal Wealth is owned by Hymans Robertson LLP, which holds 75–100% of votes, 75–100% of surplus assets and can appoint and remove the board, since 14 October 2020.
Who runs Hymans Robertson Personal Wealth?
Companies House lists 2 directors of Hymans Robertson Personal Wealth: Hymans Robertson Limited and Hymans Robertson LLP.
How long has Hymans Robertson Personal Wealth been in business?
The company was formed on 14 October 2020, and has held its current FCA authorisation since April 2021.

Sources and links

The full report on Hymans Robertson Personal Wealth LLP

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