Morgan Leask

Associate Director, Financial Planning

Morgan graduated with a degree in Finance, Investment & Risk from Glasgow Caledonian University and moved into Wealth Management in 2020.

In the years since graduating, Morgan has helped clients from the Client Manager role and, the more technical, Paraplanner role. Morgan has developed a deep knowledge of Wealth Management and achieved the Diploma in Regulated Financial Planning and is now working towards the Advanced Diploma to become a Chartered Financial Planner.

In 2023, Morgan won the Paraplanner of the Year award from the media company Professional Paraplanner, recognising the quality of her client work.

When she’s not working, Morgan loves to cook and travel to new countries.