Your Wealth Management 360° Service
Helping you on your journey to Financial Freedom.
Our comprehensive wealth planning service to support you throughout your life.
The Wealth Management 360° Service from 7IM also pairs you with a Wealth Manager who will help you to construct a strategic wealth plan, optimise tax allowances, organise your assets and give you information at your fingertips about your portfolio.
We know that you may need a particular type of support as you journey through different stages in life. That’s why our Wealth Management 360° Service offers a comprehensive, multi-step service to best help with your changing needs.
With the guidance of a dedicated 7IM adviser, we can open up multiple, useful resources to you, such as:
Our service is underpinned by a pragmatic approach to wealth management, keeping your risk appetite and needs at the heart of the conversation.
So, whether you’re planning for you and your family, for your business, or looking to create a retirement plan, you can expect a service that is bespoke to you. Whatever your financial concerns may be, we’re here to support you.
Four steps to financial freedom
How 7IM helps you to reach your financial freedom:
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