7IM for private clients
Planning is important in all aspects of life, especially when it comes to your finances. Start the journey to a bright future today.
Book a consultationAs at 31 October 2023
50+
Individuals looking after your wealth
£18.4bn+
7IM AUM
20+
Years managing money
How we can help
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.
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.
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.
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.
Who we can help
Individuals
We’re here to help you meet your financial needs - whether that's planning your retirement, managing your assets, tax planning, or anything in between.
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Directors and Partners
We understand the financial challenges and needs of lawyers, accountants, medics and other professionals - and can help you plan around them.
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Business owners and entrepreneurs
We can help you make the most out of your profits, or secure an exit from your business and plan your financial future.
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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.
Meet some of our friendly experts
Joshua Bell
With over 10 years of experience in the Wealth Management industry, Joshua has identified one key theme that all his clients can relate to - working with someone they can trust. He applies this ethos in every aspect of his work.
Mark Endacott
Mark understands the importance of building long-term relationships with his clients by understanding what really matters to them. Mark specialises in working with business owners, entrepreneurs and those approaching retirement.
Poppy Campbell-Lamerton
Poppy is passionate about maintaining and developing new client relationships and aims to understand their circumstances and position fully, tailoring her approach to each individual.
Jeremy Greenwood
Throughout Jeremy's 20-year career in financial services, he has established strong relationships with his clients by taking the time to understand what is important to them, helping to achieve their financial goals.
What you can expect when booking a consultation
Matched with a member of the Private Client team
Discuss your circumstances and requirements
Formulate a plan and onboard as a client
Book a free consultation
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.
Latest news and views
Leaving a legacy to loved ones: How to best support the next generation
Yasmin Wales, Financial Planning Director at 7IM, looks at what to consider when passing on wealth to the next generation. Capital at risk.
Read now
A (more) golden age for investors and savers
As we refresh our capital market assumptions, we take a look at the types of investments that make up our long-term strategy.
Read now
Q4 2023 Investment Update
The investment team explore the current trends in markets, and how 7IM are tackling the big questions.
Read now
Investment Insight - putting politics into perspective
Louise Court, Private Client Director, is joined by Martyn Surguy, Chief Investment Officer and Ben Kumar, Head of Equity Strategy, to talk through what is and isn’t important in the world of finance.
Watch on-demand