Your Lifetime Wealth Model

Our tried and tested model is here to help you understand your financial future.

Find your best lifetime wealth strategy with the help of our cutting-edge technology.

With the latest technology, you’ll be able to see your wealth and assets in one graphical view. We’ll build you a clear and detailed model of your finances, giving you the knowledge to make important and strategic decisions about your money.

Cashflow Projection

A cashflow projection shows you what you need to save – and what you can afford to spend – helping you to meet your goals. We will make sure that you manage and draw on your assets in a tax-efficient way. This will greatly enhance and protect their value.

Retirement Planning

For your retirement planning, we don’t just consider pensions. Instead, we will develop for you a broader plan that utilises tax efficiencies to help you minimise your overall tax burden.

Estate Planning

We will help you to understand the likely future value of your estate so that you can make the best decisions for your estate planning knowing the full picture.

Having been with 7IM for 15 years, I trust them to work in my best interest."

Retiree

Our Lifetime Wealth Model can help you answer questions like:

When will I have enough to retire?

Can I afford a new or second home?

What impact will privately educating my children have on my finances?

Can I afford to gift monies or help children with property and still be secure in retirement?

Four steps to financial freedom

How 7IM helps you to reach your financial freedom:

Our Lifetime Wealth Model

Our tried and tested model is here to help you understand your financial future.

Your Tax Optimisation Strategy

Making the most of your contributions in the most tax efficient way.

Find out more

7IM Family Office

Your one stop shop for managing your family’s wealth.

Find out more

Investment Excellence

Creating exceptional wealth plans for every single client.

Find out more

We would love to help with your Lifetime Wealth Model

If you would like further information regarding your Lifetime Wealth Model or the Wealth Management 360° Service at 7IM, please use the details below, and we’ll be happy to help.

Call us

Give one of our friendly team a call today. We're available Monday to Friday from 9am to 5pm.

020 3823 8650

Email us

Send us your details via email and we'll get back to you.

Talktous@7im.co.uk

Fill out our form

Fill out our contact form and we'll get back to you at a time that is convenient for you.

Complete our contact form