Robin Harris
Financial Adviser DipFA in York
A little bit about Robin
Robin has been a qualified financial advisor since 2011. Robin will use his vast experience and knowledge to help you to plan for your retirement, protect your family, invest for the future, and fulfil your own financial aspirations and objectives. Robin is passionate about providing first class customer service, with a personalised approach.
Robin can provide you with advice on many areas of financial planning including investments, life insurance, critical illness cover and income protection.
Robin can also deliver a review of your pension. He is experienced in examining personal pensions, annuities, auto enrolment, SIPPs, pension switches and drawdown.
In his spare time Robin is an avid follower of cricket, rugby and football. He loves spending time with his young family and taking holidays around the UK and abroad.
Start the conversation
Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today
An adviser’s insight
Aim to maximise your cash savings
It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.
This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.
If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.
1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024
Cash on deposit advice is not regulated by the Financial Conduct Authority.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
General Insurance
Home contents insurance, buildings insurance.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.