We put Edinburgh-based financial planning firm Robson Macintosh on our front cover way back in 2011, but the business is still going strong.
Indeed, IFA Lisa Davies is now lead adviser at the firm, which is jointly directed by Jeffrey Lewis and Andrew Hannay (both pictured above).
After a difficult time in 2007 with an acquisition that ended with the acquiree leaving with the majority of his clients, the business bounced back to become a fee-based new model firm.
‘We adopted wrap, kicking off with Transact and Standard Life,’ Hannay said.
‘But Nucleus is our preferred wrap now and we have been shaping most of our business around that.’
Top quote:
‘We are advisory not discretionary. That’s good as it means more client contact. With discretionary, you might not see the changes to the portfolio until a year later.’
