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.

IFA Hero 29

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

20yrs
Supporting financial advisers
£16.4bn
Total Platform AUM
43200+
Clients supported
2500+
Financial advisers supported

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.

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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.

Consumer Duty Appetiser Intermediary
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.

Find out more

Financial Intermediary

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