Mr Robertson joins from St. James’s Place, where he served as 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.

Ms Leask has been promoted from her role as a technical paraplanner, having joined 7IM as a trainee paraplanner while studying for her professional qualifications. She previously worked as a client manager at Murphy Wealth. In her new role, Ms Leask will also manage a portfolio of clients, providing comprehensive financial planning services.

Ben Covey, managing director, 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 in the region and strengthening our ability to deliver exceptional financial planning services across the UK.”

Mr Robertson said: “I am delighted to be joining 7IM’s Private Client business at an exciting time and look forward to contributing to the firm’s ambitious growth plans.

“The business’s strong commitment to clients is evident in the way it supports its team, empowering them to deliver exceptional service.”

Ms Leask added: “Having held multiple roles within the business, I’ve gained a deep appreciation for how our teams collaborate to deliver a seamless client experience.

“I’m proud to be part of a team and wider business that invests in professional development and its people, and prides itself on service excellence.”