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 delighted to be the proud recipients of several industry awards this year.

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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
Platform
Our award winning platform developed in collaboration with advisers to meet their needs
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Discretionay Service
Discretionary Service
We can take care of the Investment management leaving you to focus on your clients
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Mis Retirement Income
Retirement Income Service
Giving your clients confidence that their retirement income will last the distance
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Funds
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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Introducing our new fund range - 7IM Pathbuilder

A range of multi-asset passive funds built on 7IM’s tried and tested Strategic Asset Allocation. Offering your clients the benefits of diversified returns and the reassurance of carefully balanced and strictly managed risk – at a competitive price.

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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 clients retirement income is

Try RIS calculator
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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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Our latest news and views

Seven from 7
While we enjoy writing thought-provoking, deep-dive pieces, every so often we think that a bit of straight-shooting is called for. So once a quarter, we try to give you our unfiltered answers to the questions we’re being asked at that moment.
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Investment Update – Q1 2021
In this quarter's update, Matthew Yeates, Head of Alternatives and Quantitative Strategy, talks us through the reasons that we're holding on to alternatives in our portfolios while Terence Moll, Head of Investment Strategy, looks at the rise of ESG investing, and the three driving forces accelerating this trend.
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Welcome to 2021, same but different
Only a few days into the year, and 2021 feels both familiar and unfamiliar. It feels like the past is repeating itself in many ways. But in fact, the situation is dramatically different.
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