A new appointment and a promotion at 7IM’s Edinburgh office

The private-client division of investment-management company, 7IM, has strengthened its presence in Scotland, with the appointment of Angus Robertson as associate director, financial planning. Technical paraplanner, Morgan Leask, has been promoted to associate director. 

Angus joins from St. James’s Place, where he was a financial adviser, supporting over 200 clients with their investment, pension and protection needs.

At 7IM, he will manage a portfolio of high-net-worth clients, including individuals, families and businesses, delivering tailored financial and wealth-management advice to help them achieve their long-term goals.

Image: Angus Robertson

Morgan joined 7IM from Murphy Wealth, where she was a client manager. She started at 7IM as a trainee paraplanner while studying for her professional qualifications. In her new role, Morgan will manage a portfolio of clients, providing comprehensive financial-planning services.

Ben Covey, managing director at 7IM private client said: "Investing in our client-relationship teams is essential, as we aim to build lifelong relationships to support people on their financial journeys.

“We’re thrilled to welcome Angus to the business. He brings valuable experience and expertise. We also congratulate Morgan on her well-deserved promotion. Since joining 7IM in 2022 she has made a fantastic contribution to the team.

 “These appointments mark a period of strong momentum for our business and, in particular, reinforce our commitment to Scotland. This is reflected in our close partnership with our sister company, Partners Wealth Management, which recently acquired Johnston Carmichael Wealth – one of Scotland’s leading financial-planning firms. Together, we’re deepening our presence here and strengthening our ability to deliver exceptional financial planning services across the UK.”

www.7IM.co.uk 

Image: Morgan Leask