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.
7IM for Private Clients: A New Era
We’re excited to announce that 7IM for Private Clients, London, has now merged with, and rebranded to, Amicus Wealth Management.
This marks a vital step forward in our mission to deliver the very best wealth management for our clients.
While our name has changed, our values and commitment remain the same. We’ll continue to provide personal, bespoke financial planning, built around you.
Explore Amicus Wealth Management