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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7IM for financial advisers

We’re delighted to be the proud recipients of several industry awards this year.

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Supporting financial advisers and planners in delivering an unrivalled client experience.

Since the earlier days of 7IM, our partnership with advisers has helped shape what we do and it still does. Our innovative offering and outstanding service is all designed with you, your clients and your business in mind.

Whatever stage your clients are at – accumulating wealth, investing with purpose, planning retirement or income drawdown in retirement – we make it easier for you to guide them to the financial future they dream of, supporting your business goals at the same time.

How can we help you?

At the heart of what we do exist four core offerings:

Introducing our new fund range - 7IM Pathbuilder

A range of multi-asset passive funds built on 7IM’s tried and tested Strategic Asset Allocation. Offering your clients the benefits of diversified returns and the reassurance of carefully balanced and strictly managed risk – at a competitive price.

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Responsible investing with 7IM

We've been running a successful Sustainable Balance fund since 2007, managed to ethical, sustainable and ESG principles.

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Is your clients retirement income on track?

Use our online Retirement Income calculator to see how sustainable your clients retirement income is

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Our awards

We have always prided ourselves on the service and solutions that we provide our clients but don't just take our word for it.

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Our latest news and views

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