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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Talk to us

Talk to one of our team today

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

A personal and straightforward approach to wealth management

If your days are busy, you don’t want sleepless nights about your retirement plans, long-term investing decisions or tax planning - we're here to help.

Finding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.

  • Do you need to plan for retirement or your family’s future? Or are you wondering how to invest an inheritance or pass on your own assets?

  • Are you a business owner or professional partner, keen to put your finances in the hands of experts? Or are you just looking for sound advice on how to make your money work for you?

You’ve come to the right place.

You tell us what you’re looking for, and we’ll bring our expertise on long-term investing, personal finance and tax planning - all with a personal touch.

We provide wealth management services for

Our services for private clients

From Financial Planning to Wealth Management to Family Office - we have a range of services to suit you and your needs.

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Thinking about sustainability... so are we

We are looking at how sustainable we are as a business. Take a look at what we are doing.

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What do 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

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