Hannay Robertson Financial Planning

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We work with clients who are typically aged between 55 and 75, have capital to invest and are looking for help in organising their financial affairs efficiently. More importantly they need a plan to provide clarity, preserve what they have and pass their wealth to their beneficiaries in the most tax efficient manner possible.  We also look at your legal and tax structures to ensure that your overall strategy is joined up.

Good financial planning should pay for itself, so if we believe that we cannot provide significant added value, we will let you know at the complimentary initial meeting.

Trading name: 
Hannay Robertson Ltd
Head office: 
Wellington House,
East Road,
CB1 1BH, Cambridge
Telephone: 
01223 269 405
Regions served: 
London & South East