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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.

FCA reference number: ADR00001

Anthony Roberts


  • 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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