It’s all about you
At Hannay Robertson, we believe your wealth should inspire as well as support your life. That’s why we take time to understand what matters to you most, and to build a comprehensive picture of your financial position, needs and ambitions. Our personalised planning and advice provides clarity in complex financial matters, directing you towards your goals and opening new horizons.
Keeping your finances in shape
We are a boutique financial planning company based in Cambridge, providing jargon-free advice, comprehensive planning and long-term wealth management. Working with our established network of accountants, solicitors and other professionals, we ensure that your affairs are always in dedicated, expert hands.
Aligning your investment portfolio with your goals, we manage costs, capture returns and minimise risk.
Our estate and trust fund management ensures flexibility for you, and value for your beneficiaries.
We specialise in helping you plan to live comfortably in retirement and not outlive your money.
We identify opportunities to manage your wealth and investments in the most tax efficient way.
With our guidance you can maintain a healthy cash flow and help your beneficiaries get more out of life.
A structured giving plan helps you make a meaningful, cost-effective contribution to the causes you value.
Preparing for tomorrow, living for today
As a boutique financial planning company, we build lasting relationships with our select group of clients. We work with professionals, business owners, widows, divorcees and inheritors or beneficiaries. They value the clarity and quality of life gained through delegating their affairs to a single, trusted financial advisor. And, with their wealth under our watchful eye, they can focus on what’s important to them and get the most out of life.
“Duncan Hannay Robertson provides honest advice keeping everything simple, and therefore easily understandable. We have been very satisfied with the progress of our investments.”
“Gives 1st class advice especially on inheritance tax matters has a very good team behind him well versed in all aspects of financial advice.”
“As a widow, and knowing nothing about finances or investments, Duncan has helped me through stage by stage, explaining fully - in layman's terms - all that I need to know. He has looked after my late husband and I for about 15 years and taken time and trouble to ease the minefield that investments are, to taken account of our business and situation to suit our needs. I have complete and utter confidence in him.”
“He has for me a very original and inspiring take on investments and my money. He is cheerful, encouraging and integrates financial advice with a sort of life plan.”
“Annual face to face review of a careful plan covering personal finance both present time and at retirement. Subsequent re-balancing of investments after the review to suit personal preference, for example of risk level. Explanation of alternatives and of legislation/budget changes. All correspondence is timely with choice of email or posted hard copy. Contactable at all times by telephone or email and happily provides clarification needed to make clear even the most complex issue. Altogether a good working relationship.”
Answers to your questions
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.
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.
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.
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.
Established by Duncan Hannay Robertson in 2012, we are small, specialised team who can offer a level of personalised service unmatched by the larger companies available.
Marie, our highly experienced Operations Manager, is a logistical whizz. She ensures the smooth day-to-day running of Hannay Robertson. Marie starts her day walking across fields with her two terriers Midge and Hattie.
Duncan is a Chartered and Certified Financial Planner. He leads the strategic development of the company, and enables clients to implement a personal financial plan. Duncan starts his day with a game of real tennis.
Begin planning the future you want
To establish how we can add value to your financial affairs, contact us to arrange a free, no-obligation meeting with Duncan Hannay Robertson.
We are also happy to provide you with a second opinion on your existing investment plan to ensure it is on course to meet your long-term goals.