Morton Fraser invests in wealth and pension specialist to boost private client growth

Norman Dalgleish

Morton Fraser has hired Norman Dalgleish, a former senior financial planner at Turcan Connell, adding expertise and experience to the firm’s wealth management practice.

Mr Dalgleish is both a chartered and certified financial planner.

His appointment brings the number of financial advisers in the firm to four, reflecting the increase in investment advice that individuals are seeking from independent specialists.

Prior to his career at Turcan Connell for over seven years, he worked at MLP Private Finance, Aegon Asset Management and Scottish WidowsInvestment Partnership, where he was a fund manager and equity analyst.

Sue Hunter, partner and head of Morton Fraser’s Private Client team said: “Norman’s recruitment is part of a growth strategy in Morton Fraser’s wealth management team and we’re confident that he’ll make a valuable contribution to our firm.”

“It is very exciting for us as Norman’s appointment is intended to add strength to our existing offering and allow us to service a growing number of financial planning clients.

“Our Private Client team has been growing over the past few years and Norman will play a key role in helping us to continue to deliver the high levels of service we are known for.”

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