Hannay Robertson Limited

Independent Financial Adviser Wellington House, East Road, Cambridge, CB1 1BH
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
Discreet, determined and diligent. Qualities that define our client relationships. Growing, protecting and managing their wealth across generations.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
Meet our advisers
Duncan Hannay Robertson
Chartered Wealth Manager
Accreditations
Chartered Financial Planner Certified Financial Planner ISO 22222- Personal Financial Planning
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
Where to find us

Wellington House, East Road, Cambridge, CB1 1BH

Contact us
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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£1,000,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Compliance

Hannay Robertson Financial Planning are authorised and regulated by the Financial Conduct Authority.

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