How do I choose a service?
The service you choose depends on your requirements. You may be looking for comprehensive financial planning, investment planning or ‘one-off’ advice on a particular aspect of your finances. We can help you choose the service that is best suited to your needs. The vast majority of our clients choose us for our Comprehensive Financial Planning service.
Is Hannay Robertson independent?
You can be assured of completely independent advice from Hannay Robertson. We do not work for a bank, insurance company or fund manager. We are wholly owned by the financial planners who advise you.
Importantly, we work on a fee, not a commission basis. Consequently, our advice is not influenced by whether or not we will receive a commission.
How is a financial planner different from a wealth manager, IFA or private banker?
There is no real difference, just lots of different names. Unlike us, a private banker may be able to recommend an ‘in-house’ bank account for you. Otherwise, all of these professionals should be able to give you independent financial planning and investment advice. A good financial planner will be much more valuable to you than a bad private banker and vice versa.
Is our first meeting free?
We do not charge for the first meeting. It is an investment of your time and ours, which are equally valuable. This meeting is an opportunity to discuss the mutual profitability of working together, and to decide whether to take the relationship forward.