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

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

Since 2002, we have supported financial advisers in helping their clients have the financial future they've dreamt of

As at 31 July 2022

Supporting financial advisers
Total Platform AUM
Clients supported
Financial advisers supported

What’s the thinking behind our investment approach?

At 7IM, we’re proud to be unashamedly conservative. Hear more from Martyn Surguy, Chief Investment Officer, about what to expect from an investment with 7IM.


Introducing Secure Lifetime Income in partnership with Just

At 7IM, we recognise the unique challenges that advisers face when it comes to creating and managing a sustainable income stream in retirement.

That’s why we’ve partnered with Just to offer their innovative Secure Lifetime Income solution.

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Far-reaching performance

Multi-asset investment management has been at the core of what we do since the very beginning. In fact, we pioneered the multi-asset, multi manager approach way back in the early 2000s.

Whether you’re looking for passives or actives, funds or models, we’re here to support your clients’ needs.

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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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