7IM for financial advisers

Far-reaching performance. A different approach to multi-asset investing.

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.

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How can we help you?

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

Platform

Our award winning platform developed in collaboration with advisers to meet their needs

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Discretionary Service

We can take care of the Investment management leaving you to focus on your clients

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Retirement Income Service

Giving your client's confidence that their retirement income will last the distance

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Funds and models

A variety of funds and models to suit your clients' goals and attitude to risk, whatever they may be

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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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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 client's 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.

Our latest news and views

Webinar: What, not where

In our next webinar we look to challenge the idea of investing based on regions, and argue that actually the focus should instead be on the dominant sectors.

Trapped in an old way of thinking

When picking a developed stock market to invest in you need to understand the blend of industries underneath – what a company does is three times more important than where a company is based.

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The thirty trillion dollar tsunami

More than one year on from lockdown in the UK and much of the world, Jonathan Furness, Relationship Manager, puts the levels of global stimulus into perspective in his latest article.

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