Established 1996
how we work with our clients
Independent, bespoke 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.
“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.”
Principal & 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.”
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.
