Philip Lee

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.