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 29 February 2024
Key dates and support for tax year-end
With TYE fast approaching, we have a dedicated information hub with key dates to keep in mind as you plan for this busy time of year.
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.
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