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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Monday to Friday | 9am - 5pm

If you would like us to contact you, please email us with your details and a convenient time to call you back.
To find out further information on the location of our offices go to Contact us .

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7IM for private clients

Planning is important is all aspects of life, especially when it comes to your finances. Start the journey to a bright future today.

Book a consultation
50
Individuals looking after your wealth
£20bn
Group AUM
20 yrs
Managing money

How we can help

Investing
Growing your wealth
Do you lack the time or expertise to manage and grow your wealth? Our team of experts are on hand to help make your money work for you.
Portfolio
Preserving your wealth
Have you worked hard to build your wealth or received a windfall? We work with you to maintain your wealth so that it's there for whenever you need it.
Plan Retirement
Retirement planning
Retirement planning can be complicated and each individual's needs are different. We work with you to understand what you want and help to make your retirement as simple and stress-free as possible.
Family Future
Inheritance planning
Are you wondering how to pass on your assets in the most tax-efficient way possible? Our financial planners can put together a tailored plan to pass on wealth to the next generation.

What our clients say about 7IM

Our initial meetings with 7IM convinced us that we had found the right investment manager and, seven years on, we are delighted with our decision.
- Retiree

What you can expect when booking a consultation

1
Matched with a member of the Private Client team
2
Discuss your circumstances and requirements
3
Formulate a plan and onboard as a client

What’s the thinking behind our investment approach?

At 7IM, we’re proud to be unashamedly conservative. Hear more from Martyn Surguy, Chief Investment Officer, about what to expect from an investment with 7IM.

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