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
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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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.
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.
Latest news and views
Q1 2021 Investment Update
In the latest investment update Matthew Yeates, Head of Alternatives and Quantitative Strategy, talks us through the reasons that we're holding on to alternatives in our portfolios whilst Terence Moll, Head of Investment Strategy, takes a look at the rise of ESG investing and the three driving forces accelerating this trend.
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inBrief – Edition 5
In the latest issue, we’ll be reflecting on 2020, how the last year could help shape the future of ESG investing, what questions to ask when passing on wealth to the next generation, and what to look out for when reviewing your wealth manager. We’re also delighted to feature Action Medical Research for Children, and the life changing charity work they’re doing.
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7IM 2021 Webinar Series – Your Financial Wellbeing
Join Olivia West, Private Client Manager and Chris Hardie, Financial Planner as they help to provide some tips to help secure your sense of financial wellbeing for 2021 and beyond.
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