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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Anthony Roberts - CFP CM APFS

Anthony entered the financial planning profession in 1991 working with his father in the family business. Over the years he operated his own consultancy practice, worked for a national firm of accountants and a regional firm of Financial Advisers before joining Hargreaves Lansdown. He has also been named Protection Planner of the Year at the Money Management Financial Planner of the Year Awards in both 2011 and 2012.

FCA reference number: ADR00001

Anthony Roberts

Qualifications

  • Chartered Financial Planner
  • Certified Financial Planner CM

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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