Five minute adviser profile: Duncan Hannay Robertson of Hannay Robertson

Duncan Hannay Robertson - Hannay Robertson

Funds under advice

£14 million

Recurring income %

100% I started the business six months ago and don’t make any initial charges for advice.

What is your greatest achievement to date?

Finally setting up my own business.

What is the next step for the business?

To achieve ISO 22222, the BS8577 financial planning standard and accredited firm status with the Institute of Financial Planning, and to complete the Society of Trust and Estate Practitioners’ Certificate for Financial Services (Trusts and Estate Planning). 

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