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 strong believers in the power of a proper financial plan. It’s our job to help you deliver it. Whether that's with technology and an award-winning investment platform, multi-asset investments to suit any philosophy, helping your clients with retirement planning, or cases that require that little bit more, we're here to stand alongside you.

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

As at 30 April 2024

20yrs
Supporting financial advisers
£16.8bn
Total Platform AUM
44600+
Clients supported
2600+
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.

RS RIS Appetiser

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.

Consumer Duty Appetiser Intermediary
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.

Find out more

Financial Intermediary

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