James Hambro & Partners  

7IM's head of financial planning joins JH&P

7IM's head of financial planning joins JH&P

7IM’s head of financial planning, George Martineau, has joined James Hambro & Partners (JH&P) as partner in its new Edinburgh office. 

Martineau was previously a wealth management director at discretionary asset manager Tcam before its acquisition by 7IM in 2018, after which he was responsible for the group’s private client financial planning arm.

Martineau will join Alex Montgomery, who joined JH&P in February in order to launch the Edinburgh office.

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Montgomery, a former joint chief executive at Tcam and head of wealth management at 7IM, had left his previous firm in July 2019.

He said George's hire was a ‘statement of intent’ and indication of the momentum the firm was building in Edinburgh.

He added: “George is a big and trusted presence in the Edinburgh wealth management world. He is held in high regard by many of the largest intermediaries as a favoured partner for clients with complex financial planning needs.”

Andy Steel, chief executive at JH&P, said: “The new Edinburgh office moves us closer to our existing Scottish clients – the appointment at partner level of Alex and George gives us the potential to attract many more and we will be announcing further additions to our Scottish team in the coming weeks. 

“Alex and George are both outstanding at what they do and incredibly well connected. We admired what they achieved with Tcam and are confident they will be just as successful in delivering the full range of JH&P’s services to private clients, professional advisers and charities from Edinburgh.”

In June JH&P hired a new financial planning director. Aaron McLoughlin joined the firm from Rathbones where he was a senior financial planner.

Prior to that he was head of financial planning at Kleinwort Benson and a member of the private client and advice team at Lloyds Banking Group.