Discretionary Service
An award winning discretionary investment service that can be tailored to fit your business and your clients
We take care of the investment management
Allowing financial advisers to spend more time building relationships with clients and managing their business.
De-risk your business
Against a continuously changing regulatory and investment landscape
Deliver improved client outcomes
In partnership with financial advisers, working together to deliver improved client outcomes
We do the heavy lifting
We take care of the administration so you don't have to
Managing clients’ objectives is a team effort, requiring consistency of return, process and output. This is why for fifteen years I have been happy to personally use, and professionally recommend the 7IM Discretionary Team.
A trusted partner
As a financial adviser, you are the central point of contact for the client. Partnering with us allows you to leave the day-to-day management of your clients' investments in the expert hands of 7IM.
Real people with real expertise
We have a dedicated nationwide team of relationship managers and regional teams who have extensive experience and expertise in discretionary investment management.
A service that fits with your business
Our Discretionary Service is designed to fit within both your Centralised Investment Proposition (CIP) and your Centralised Retirement Proposition (CRP) through our award-winning Retirement Income Service.
Tailored investment solutions
You’ll have access to the full range of 7IM investment solutions. Your dedicated Relationship Manager will tailor the solution to each clients’ objectives, attitude to risk and cost needs.
Bespoke reporting
We understand that each client has different needs and expectations. Our flexible reporting functionality allows you to create bespoke reports.
Award winning technology
Our Discretionary Investment Service is underpinned by our award-winning platform, our innovative 7IMagine app, and the cashflow planning tool My Future.
Our Discretionary Service ratings
Our recent awards for the 7IM Discretionary Service
Interested in the 7IM Discretionary service?
Call us
Want to know more about the 7IM Discretionary Service get in touch with our team today.
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Discover more about 7IM
Retirement Income Service
A tailored investment service underpinned by robust science and real life scenarios.
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Platform
Our award-winning platform allows you to monitor and manage all your clients’ investments with ease.
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7IMagine app
Model your clients' financial futures or keep up to date with their portfolios on the go, via our app 7IMagine.
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Financial Intermediary
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