New Model Adviser - For professional financial planners

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.
6372.33 + 105 1.68% 04:35

Five minute adviser profile: Duncan Hannay Robertson of Hannay Robertson

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). 

Favourite platform

Transact

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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.