Financial Planners Elite

Directory of the Leading UK Financial Advisers

Duncan Hannay Robertson

CFP

CERTIFIED FINANCIAL PLANNER, CHARTERED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mr
First name
Duncan
Last name
Hannay Robertson
Qualification Letters
CFP
Status
  • CERTIFIED FINANCIAL PLANNER
  • CHARTERED FINANCIAL PLANNER
Gender
Male
 

Contact Details

Job Title
Financial Planner
Organization
Hannay Robertson Financial Planning
Company logo
Phone
01223 269405
Business address
Wellington House
Address line 2
East Road
Town/city
CAMBRIDGE
Postcode
CB1 1BH
Local postcode area
CB
Region
England - East Anglia
Regions served
  • Select
  • Office based only
  • England - East Anglia
Other postcode areas served
  • CM
  • IP
  • MK
  • NR
  • PE
  • SG
 

Financial Planning Service

Our Service in Brief
We work with a small number of private clients to help them articulate, and achieve, their goals and objectives. Clients are typically at or in retirement and include: business owners, senior management, sudden money, retirees and high net worth individuals.
About our Service
We provide inspiring comprehensive financial plans for people wanting to live their ideal lives.
Services include:
  • Comprehensive financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
Specialist in
Comprehensive financial planning
Ideal Clients
Delegators. Are financially secure and looking to plan for and help the next generation.
How we Charge
Fees only
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