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.
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Individuals looking after your wealth
£20bn
Group AUM
20 yrs
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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Professional 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
Louise Court
Louise is passionate about taking the time to understand her clients’ goals and how to achieve them. She believes that building trusting relationships and frequent communication are the two keys to success.
Fraser Craig
Fraser enjoys working with a diverse range of clients, developing long lasting and trusted relationships. Through managing investments and working closely with our Financial Planners, Fraser strives to ensure the best possible outcome for clients.
Elaine McLachlan
Elaine has spent the past 20 years building relationships with a wide variety of private clients as their trusted adviser to help them achieve their financial goals.
Andy Bolden
Andy brings over 30 years of experience advising clients on their financial planning and goals. He is passionate about delivering quality solutions for clients, while working collaboratively with their professional and legal advisers.
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
Edition 7
Welcome to the seventh issue of inBrief, where we offer you an insight into what we're doing and share some messages from our partners.
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7IM 2022 Webinar Series - Finding clarity amongst turmoil
Martyn Surguy and Ben Kumar discuss the topics causing concern for investors, and how to find clarity amongst the turmoil.
Watch on-demand
Q2 2022 Investment Update
Read more about our views on the current environment and the changes that we are making to portfolios from Terence, Ben and the team.
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7 Minutes on Markets - Q2 2022 Market Update
Investment experts Ben Kumar and Salim Jaffar discuss how rising inflation, the conflict in Ukraine, and other factors are impacting markets.
Listen now