Welcome to 7IM for Private Clients
Finding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.
Who we are
You tell us what you’re looking for, your goals and what your future should look like. We’ll bring our expertise on long-term investing, personal finance and tax planning - all with a personal touch. Come and meet our team who will contact you shortly.
As at 31 October 2023
How we can help
What to expect from us
We’ll get in touch, at a time that suits you to introduce us and 7IM, and answer any questions you may have.
Working with you, we will review your financial position, get to know you, your goals and objectives.
We can then provide tailored advice and recommendations on how we can help you to meet your goals.
If you’re happy, we will open your account, and onboard you digitally via our app, My7IM.
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.