Philip Lee

Private Client Manager, Edinburgh
Philip Lee, Private Client Manager

Phil joined 7IM in September 2020 from UBS Wealth Management, where he was a Director in their High Net Worth Team. Prior to this he spent over eight years with Adam and Company, where he was a Director in their Private Banking Team. In total he has over two decades of experience working with entrepreneurs, executives and wealthy families in Scotland.

Phil is a Chartered Member of the CISI having completed the Private Client Investment Advice & Management (PCIAM). He also holds the Diploma in Financial Planning DipPFS) and the Certificate in Advance Mortgage Advice (Cert SMP) from the CII. As part of his continued personal development at 7IM, Phil plans to start studying for Certified Financial Planner certification with the CISI.

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Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority,
the Jersey Financial Services Commission and the Guernsey Financial Services Commission. Member of the London Stock Exchange.
Registered office: 55 Bishopsgate, London EC2N 3AS. Registered in England and Wales No. OC378740.

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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