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Robson Laidler Accountants

Hannah Witty

Associate Director and Chartered Financial Planner
0191 281 8191 hwitty@robson-laidler.co.uk

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Qualifications Statement of Professional Standing
Hard at work

Hannah in the office

Originally from West Sussex, I began my career journey with a degree in Performing Arts before travelling the world working as a stewardess onboard super yachts. The experience gave me the opportunity to explore different cultures, see the world, and meet people from all walks of life.

At 23, I decided to pursue a career in financial planning, a profession that immediately appealed to me because of the opportunity to build meaningful, long-term relationships with clients and support them through some of life’s most important decisions.

I achieved Chartered Adviser status in 2014 and have spent my career helping individuals and families understand their finances, plan for the future, and work towards achieving their personal goals. I joined the team here as an Associate Director in 2026, where I continue to do what I love, providing trusted advice and helping clients feel confident about their financial futures.

The most rewarding part of my role is the relationships I build with my clients over many years. It is a real privilege to guide people through their financial planning journey, and when clients tell me that I have given them peace of mind, it gives me an enormous sense of satisfaction and reward.

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Away from the desk

Hannah out of the office

Outside of work, my husband and our three children keep me wonderfully busy. Family time is incredibly important to me, and we love spending time together, whether that’s enjoying caravan holidays, skiing, travelling, or simply catching up with family and friends.

As my children are growing up (far too quickly!) I am enjoying having a little more time to explore my own interests too. I enjoy paddleboarding and playing tennis with my husband, although at 6’7” he does have a rather unfair advantage! I also love dancing and making the most of local festivals whenever I can.

I feel very lucky to have a great balance between a career I love and a busy, fun family life.

Spilling the beans

What's on your
bucket list?

Complete a family adventure holiday on every continent.

Learn to sail.

Finally beat my husband at tennis (although this will be the most challenging of the three!)

Qualifications

  • AF3 Pension Planning

    This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

  • AF4 Investment Planning

    This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

  • AF5 Financial Planning Process

    This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

  • J03 The Tax and Legal Aspects of Business

    At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

  • R01 Financial Services, Regulation, and Ethics

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R04 Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • CF1 UK Financial Services, Regulation, and Ethics

    This examination develops understanding of the financial services industry, including regulation and legislation.

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • Certificate in Life and Pensions

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • AF2 Business Financial Planning

    This examination assesses the candidate to develop in depth financial planning skills related to business.

  • J06 Investment Principles, Markets and Environment

    At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision-making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

  • CF2 Investment and risk

    This examination assesses a knowledge and understanding of investment products and the risks involved.

  • CF3 Financial Protection

    This examination assesses a knowledge and understanding of financial protection plans.

  • CF4 Retirement Planning

    This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

  • CF5 Retirement Planning

    This examination demonstrates a solid grounding in the financial services industry and its regulation.

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics

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    Robson Laidler Financial Planning Ltd t/a Robson Laidler Wealth. Registered office: Fernwood House, Fernwood Road, Jesmond, Newcastle upon Tyne, NE2 1TJ. Robson Laidler Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Registration number 458879. Registered in England and Wales. Company number: 05395046.

    Past performance is not necessarily a guide to future performance. The value of investments, and the income arising from them, can go down as well as up, and are not guaranteed, which means that an investor may get back less than they invested.

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    Chartered Financial Planners

    Chartered Financial Planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, and then placed a public badge on that commitment. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.
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