Established 1996
Hannay Wealth LLP is a firm of all female Financial Advisers
Independent financial advice tailored to meet your needs. Our team has over 70 years of combined experience in Wealth Management.
Expert financial planning to guide you through the stages of your life. From protecting your family, growing your wealth through investments and pensions, to providing a structured approach for inheritance tax mitigation.
Huge fun being a small part of
The Martin Lewis Money Show
“Being independent and directly authorised allows us to provide advice without compromise or obligation. We can choose any asset, any fund and any platform so that we can determine the right solution for every client.”
Managing Partner & Fellow of The Personal Finance Society
Come and meet us for an introductory chat without obligation. We’ll explain how our services work, establish your primary financial objectives & answer any of your questions.
We work with professional firms, including accountants and solicitors. We advise in a wide range of areas including family trusts, pension sharing upon divorce and group pension schemes.
“Hannay has provided us with sound financial advice across a range of financial products. They have always had a professional yet friendly approach and meet our requirements in a helpful and timely fashion. We have felt confident to recommend them to members of our family and would have no hesitation in commending Hannay’s excellent work.”
“A successful relationship with a financial adviser is one founded on trust. Having worked with Hannay for several years now, I know I can trust them to provide the best advice .”
“I moved to Hannay Investments because I was confident that I would receive good advice and service. I have not been disappointed.”
“Hannay Investments are absolutely first class. They’ve helped me so much and give super customer service. They are professional, personable, attentive, client driven and most of all provides excellent advice on my investments. I would thoroughly recommend them.”
Some comments from Anne’s clients..
“A successful relationship with a financial adviser is one formed on trust. Having worked with Anne for several years now, I know I can trust her to provide sound advice and to recommend appropriate products that she would use herself.”
“Anne has provided me with clear, timely, independent financial advice across a large range of financial products. She has taken time to understand my circumstances/future needs and tailored her recommendations accordingly. I feel that my retirement will be more financially secure as a result and am very happy with the service provided.”
“Anne has for over 10 years advised the company and directors on the best pension plans for all our employees. Not only does Anne have a great understanding of our individual needs, she is always approachable and able to explain matters in layman’s terms to all employees. I would have no hesitation in recommending Anne and Hannay Wealth to any company looking at setting up or changing their financial advisor.a
“We always seek advice from Anne regarding complex personal financial arrangements. Whilst pension options are very flexible these days, the regulations and tax regime are certainly not straightforward. Her expert advice provides excellent value for money.”
Hannay Wealth LLP is authorised and regulated by the Financial Conduct Authority (FCA). Our registered number is 919204 which can be checked on the FCA Register by visiting www.fca.org.uk
Anne has been an IFA for over 9 years and prior to this spent over 23 years with a major Life & Pension provider. She is a Chartered Financial Planner and Fellow of The Personal Finance Society. Anne is a pensions specialist and is qualified to provide advice on transfers from Defined Benefit schemes.
Anne loves to travel, particularly to spend time with family in Australia. At home in the UK she belongs to a rambling group and is currently learning to play the piano.
