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.

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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.

Our services

Who we can help

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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.

- Retiree

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.

Meet the team

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

020 3823 8678

TalkToUs@7IM.co.uk

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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.

Watch now