Wealth manager James Hambro and Partners has appointed Chris Hardie as a financial planning specialist in its Scottish office.
Hardie has worked in financial planning for 10 years and is a chartered financial planner and is a fellow of the Personal Finance Society.
He joins from 7IM which he joined in 2018 following the acquisition of Tcam Asset Management. He worked for Tcam and Mearns & Company in wealth planning and technical research roles.
Hardie said: “I am very pleased to be joining JH&P, which has a great reputation in the industry and is growing quickly. I particularly like the fact that it is an independent partnership in control of its own destiny and focused so heavily on meeting client needs.”
On joining the JH&P Edinburgh team, Hardie will carry on the role as financial planner and will be reunited with a number of former 7IM colleagues.
These include, Alex Montgomery who launched JH&P’s Scottish office in February 2021, and financial planning expert George Martineau, who are now both partners at the firm.
Investment manager Colin Orr and client services manager Emily Palmer complete the team.
Montgomery, head of JH&P’s Edinburgh office, said: “We have spent the past 11 months building a client-focused team here in Fountainbridge. We have all worked together in the past and know we make a good team.
“I’m thrilled that Chris is joining us – his appointment highlights the importance JH&P places on financial planning within wealth management. Chris’s approach to financial planning fits exactly with the style our clients appreciate and his technical knowledge is outstanding.”
sonia.rach@ft.com
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