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.

Get in touch
Get in touch

If you would like to know more about a 7IM service

Or if you prefer (or if it’s outside office hours) you can Contact us .

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Discover the 7IM Platform

Introducing the 7IM platform - our service-led, forward thinking and scalable investment platform for intermediaries.

Looks interesting?

Request a demo at a time that suits you.

7IM Platform in numbers

As at 30 April 2024

Easy to do business with
Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing you more time with your clients.
Value for money
We’re always cost conscious – the 7IM Platform is responsibly and competitively priced. You’ll also gain access to the 7IMagine app, where you can conduct reviews and create bespoke cashflow plans for your clients.
Keeping assets secure
Assets are held in custody with Pershing Ltd, whose parent, BNY Mellon, is an AA-rated bank and one of the world’s largest custodians.
Expertise and a personal touch
Our dedicated and experienced Platform Team are here to help you, getting to know you and your business and adapting the service to fit your needs.
Bespoke reporting and client engagement
You'll benefit from a comprehensive suite of reporting tools that can be tailored to your advice process and your clients' needs.
Responsive to change
Proprietary technology allows us to be responsive to changes and adapt to you and your clients’ evolving needs.

Open architecture technology

Platform Wrapper

The ability to use in-house and external tax wrappers including:

  • Investment accounts
  • ISAs and Junior ISAs
  • 7IM SIPP or 3rd Party SIPP
  • Onshore and Offshore Bonds
  • Trusts
  • Corporate or Charity
  • Offshore Custody

Investment choices

Platform Investing

A vast range of investment options including:

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
Our recent awards and ratings for the 7IM Platform

We have always prided ourselves on the service and solutions that we provide our clients but don't just take our word for it.

What are the 7IM Platform fees and charges?

We like to be transparent and up front about our fees and charges for the 7IM Platform. You can view everything from our standard tiered platform charging structure, to how much it costs for your clients to purchase various assets. We have even confirmed the 7IM SIPP fees and charges too.

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Interested in a demo?

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Call or email us

Want to arrange a demo or know more about the 7IM Platform? Get in touch with our team today.

Complete our form

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To book a virtual meeting with our team, use the link below and select the region your firm is located, then choose a date and time that suits you.

Financial Intermediary

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