Duncan Hannay Robertson - Hannay Robertson
Funds under advice
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).
Who is your inspiration?
Fowler Drew founder Stuart Fowler, Fiscal Engineers managing director Shane Mullins, FP Advance chief executive Brett Davidson and US financial planning guru John Bowen.
What is your soapbox issue?
Excessive executive pay.