The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Private clients Icon to toggle site branch
Open search Search
Talk to us
Talk to us

Talk to one of our team today

Monday to Friday | 9am - 5pm

If you would like us to contact you, please email us with your details and a convenient time to call you back.
To find out further information on the location of our offices go to Contact us .

PCT Hero 02

About you

Our focus in any conversation is you and your family

Your challenges, your concerns, your goals and your future.

We provide a range of wealth management services tailored to your needs.

No two clients are the same, but you’re all equally important to us. We’ll listen to you, understand what you’re looking for and help you get what you want from life.

  • Some of our clients are a mix of aspirational and concerned: “I want to retire at 55 but I’m not sure I’m on track.”
  • Some are looking for a better service from than they’re receiving from their current wealth manager.
  • Some want an easier life: “I’m a partner in a law firm and don’t even have time to think. Can you sort out my finances?”
  • Others know exactly what they want from us: “I’m selling my business; please invest the proceeds to help me achieve the level of income I want.”

Have a conversation with us today and find out how can we help.

Speech Bubbles
Let's talk

Start a conversation with us today

We provide wealth management services for

What do our clients say about 7IM?

7IM do a fantastic job of looking after my family’s portfolios. We all had quite different investment aims. They helped with my parents' retirement plan, fitting in their personal assets and pensions with both their NHS pensions. They are both happily retired now!"
- Entrepreneur

Discover more about 7IM

Search
Contact us
Close