Hannay Robertson Limited

Independent Financial Adviser  Wellington House, Cambridge, CB1 1BH
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FCA authorised
Last authorised 11th October 2021
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
Meet our advisers
MR Duncan Hannay Robertson
Chartered Wealth Manager
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.

Preferred clients
Minimum wealth (income/assets)
£1,100,000
Minimum pension value
£501,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Wellington House, East Road, Cambridge, CB1 1BH

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