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.

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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 .

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Our services

We have a range of services for private clients and each one can be shaped to fit you and your needs

Services made for real life challenges

With every service we offer, our starting point is always the same: what do clients need and how can we help them achieve that?

We listen to people like you – individuals, business owners and entrepreneurs, and professional partners – and find out what you want for yourself and your family. Then we use our experience and expertise to help you reach your goals.

Our services in brief

We run four different services at 7IM for private clients, all come with:

  • A dedicated point of contact, such as a Private Client Manager or Financial Planner

  • Regular reporting in a way that keep things simple, clear and transparent

  • Access to our Client Portal, so you can check your portfolio, performance and other important documents.

Our services

What do our clients say about 7IM?

You should be very proud of how you’ve performed over this period. If I hadn’t taken your advice when I did, I’d have lost about 10% of my pension. As it is, the portfolio is up… and I get to speak to you guys!
- Self Employed Business Consultant
November 2020, based on year-to-date performance. Past performance is not a guide to future performance.

Discover more about 7IM

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