Hannay Robertson Limited

Independent Financial Adviser  Wellington House, Cambridge, Cambridgeshire, CB1 1BH
First meeting at adviser's own cost
Discreet, determined and diligent. Qualities that define our client relationships. Growing, protecting and managing their wealth across generations.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Duncan Hannay Robertson
Chartered Wealth Manager

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
I am conscious of the dramatic contrast between the quality of our conversation and of all those I have unfortunately had to endure with other so-called 'financial advisers' in the past.
Professor Roger Carpenter, Cambridge
About us

The only sustainable basis for a successful client /advisor relationship is perfect mutual trust. We propose to earn your trust by telling you the undiluted truth all the time.

The only rational approach for an advisory relationship worthy of the name – and the only basis for an investment portfolio – is a PLAN. Be it as simple as a retirement income plan, or as ambitious as a comprehensive financial and estate plan, we cannot relate to each other successfully without one. A portfolio is never an end itself; it is a means to the end of your plan.

Our services

Our focus is on you, your wealth and your ambitions for the future. We give you the confidence that your financial affairs are positioned for the long-term, within the context of your personal situation and future objectives with the flexibility to adapt as circumstances change.

Where to find us
Head office address: Wellington House, East Road, Cambridge, CB1 1BH
Preferred clients
Minimum wealth (income/assets)
£1,000,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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