7IM for directors and partners
Services tailored for professionals
Whether you’re an accountant, barrister, solicitor, medical professional, architect or a partner in a firm, we understand the financial concerns you may have. Your professional life can be challenging, but your financial life doesn’t have to be.
While being a partner in a firm or professional practice is a career milestone for many, it also brings new demands:
- Additional time pressures
- Challenges around retirement planning or the pension lifetime allowance
- Decisions around pension consolidation or tax planning.
How are you going to manage all of this while juggling the demands of a partnership? All on top of the usual decisions most of us face; how to fund our children’s education costs as well as our own retirement and how to pass on our assets effectively or protect ourselves financially for the unexpected.
We have the expertise to help.
Who we could be suitable for
Professional partners who are looking for help with putting the right plans in place for their financial future
Those in search of high quality financial planning and investment management, all delivered through a first class personalised service
High net worth individuals and families
If you are unsure whether or not you are suitable, please get in touch and we can talk you through your options. It could be that our Self Invest service may be better suited to your needs.
Start a conversation with us today