Alex Montgomery

Head of Wealth Management
Tom Sheridan

Alex began his career in law, soon switching his focus to advising private clients on their investments and broader financial affairs. He joined 7IM on its acquisition of Tcam, a business Alex co-founded as Joint CEO.

Alex now leads 7IM’s private client activities in Scotland and is responsible for the wider UK financial planning activities across 7IM’s Wealth, Financial Planning and Family Office services. He is a Chartered Wealth Manager and has more than 25 years’ experience of providing multi-disciplinary guidance across a wide range of issues and opportunities to clients whose requirements vary hugely.

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