Morgan Leask

I graduated with a degree in Finance, Investment and Risk from Glasgow Caledonian University and have over seven years’ experience in wealth management. Supporting clients in roles as both a client manager and paraplanner has given me a well‑rounded understanding of how financial planning supports people at different stages of life.

I specialise in helping young professionals build long-term wealth, as well as supporting clients with retirement planning and later life planning. I also apply behavioural finance principles to help everyone make more informed decisions and feel more confident about their finances.

I hold the Diploma in Regulated Financial Planning and am working towards becoming a Chartered Financial Planner. My work has been recognised across the industry, having been named Paraplanner of the Year in 2023 and recognised as one of the Rising Stars in Wealth Management by PAM NextGen Leaders in 2025.

Outside of work, I enjoy cooking, travelling when I can, and going on long walks with my dog, Sully.