Wealth manager James Hambro and Partners (JH&P) has appointed Chris Hardie as a financial planning specialist in its fast-growing Scottish office.
Hardie has worked in financial planning for ten years and is a Chartered Financial Planner. He holds the Advanced Diploma in Financial Planning and is a Fellow of the Personal Finance Society.
On joining the JH&P Edinburgh team, Hardie is reunited with a number of former 7IM colleagues. Two of them, Alex Montgomery who launched JH&P’s Scottish office in February 2021 and financial planning expert George Martineau, are now partners at JH&P. Investment Manager Colin Orr and Client Services Manager Emily Palmer complete the team. Previously, Hardie had worked at Mearns & Company and Tcam Asset Management.
Head of JH&P’s Edinburgh office, Alex Montgomery, 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.”
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.”
Chris, who has a bachelor’s degree in Education Studies from Edinburgh University and studied to be a PE teacher, is a keen sportsman. When younger he played rugby for Melrose, Murrayfield Wanderers and Boroughmuir, but now prefers to focus on improving his golf swing.
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About James Hambro & Partners
James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts.
The founding partners wanted to create a wealth manager that offered the high standards of personal service often associated with smaller businesses, while also delivering strong investment performance by capturing the best aspects of expertise and process found in some of the larger, less-personal investment houses.
Today, as well as looking after the financial planning and investment needs of many private clients and their families, James Hambro & Partners also offers investment solutions to IFA firms and manages investments for charities and not-for-profit organisations.
As of 31 October 2021, it had £5.1 billion of assets under management. Its head office is in Pall Mall London. It also now has offices in Leeds and Edinburgh.