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Book a financial review today

A conversation with us will start you on the road to having control of your family’s financial future.

It shouldn’t be complex

Not sure where to start? Been avoiding the subject? Focusing on your business instead? Talk to us.

We know there are lots of difficult questions to answer, and they tend to get postponed. Pensions and money are complex, rules keep changing and so does tax. Not to mention the worry about cost and the value of advice.

How can an introductory conversation help? You’ll start to feel in control with:

 Honest opinions
 An experienced adviser
 A clear understanding of what fees you'll pay
 A clear picture of how we work
 And reassurance because we haven’t blinded you with science and jargon

What to expect from a call


Get to know each other

We'll help you think about the big questions - retirement dates, what retirement looks like, income needs and passing on money

Build a picture of your current situation

An initial look at what you have today, maybe it's more than you realise. Pensions, ISAs... do you know if they are doing the job you need them to?

A bit about our approach

We use our understanding of your situation to offer an initial analysis and suggest a way forward. A starting point for you to begin to help create the financial future you want.

That's it. Just a conversation.

That's it. Just an initial conversation. We'll either arrange a meeting with one of our private client managers, or point you in the direction of someone else who may be able to help.

What our clients say about us

Securing my family’s future

"7IM do a fantastic job of looking after my family’s portfolios. We all had quite different investment aims. They helped with my parents' retirement plan, fitting in their personal assets and pensions with both their NHS pensions. They are both happily retired now!"
Entrepreneur, London

A load off our minds

"My wife and I just wanted to thank you for your time and the advice you gave us. We both feel really good about our finances now, thanks to you. Taking your advice moved a big load off our minds and we’re off on holiday for ten days on Sunday – carefree!"
Retired, Edinburgh

Excellent customer service

"7IM continue to grow my and my siblings' assets, with excellent customer service and support from the private client team. The app makes it so easy to keep track of all our investments."
Small Business Owner, London

Talk to us, at a time to suit you

Give us a call today or leave your details below and one of the team will call you back.
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Our offices

© 2001 – 2020 Seven Investment Management LLP. All rights reserved.

Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority,
the Jersey Financial Services Commission and the Guernsey Financial Services Commission. Member of the London Stock Exchange.
Registered office: 55 Bishopsgate, London EC2N 3AS. Registered in England and Wales No. OC378740.

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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