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 October 2023

Supporting financial advisers
Total Platform AUM
Clients supported
Financial advisers supported

Introducing the 7IM Retirement Income Solution (RIS)

Feel confident about your clients’ money lasting the distance and being ready to adapt to the ever-changing world with the 7IM RIS – managed by you, underpinned by our robust methodology.

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Consumer Duty - Information for our distributors

To support you with implementing the FCA’s Consumer Duty within your firm and help you meet your obligations as a distributor, we have created a dedicated Consumer Duty area where you can access support materials and resources.

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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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