7IM Private Client has appointed Angus Robertson as associate director, financial planning, and promoted Morgan Leask to associate director.
Mr Robertston joins from St. James’s Place where he served as a financial adviser supporting more than 200 clients.
At 7IM he will manage a portfolio of high net worth individuals, families, and businesses.
Ms Leask has been promoted from her role as a technical paraplanner, having joined 7IM as a trainee paraplanner. She previously worked as a client manager at Murphy Wealth. In her new role she will also manage a portfolio of clients.
Ben Covey, managing director, 7IM Private Client, said: “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.”
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