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.
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.