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

7IM 2021 Webinar Series - Why we won’t be making predictions

Join Ben Kumar and Chris Justham as they take a look at predictions through a behavioural finance lens, explaining why it’s our job to prepare effectively for what’s to come, not to try and predict it.

Planning for your longest holiday

As humans, we might think that we are good at thinking about our own future and making decisions based on how to get there, but in fact, we are not. Ben Kumar looks at the impact that your past and present decisions can have on your future, and helps you to plan the longest and possibly best holiday of your life – your retirement.

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Going clean: The time has come

From technology to regulation, going clean has started to become headline news and is dominating many conversations. Terence Moll covers several themes pushing ‘clean’ to the forefront of investors’ minds.

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