Woman

What we offer

A relationship that fits around you

We don’t want to shoehorn you into one of our services. We’d prefer to get to know you.

Only then can we start to talk through the best way to help you. And if we don't think we can help, we'll tell you and point you in the direction of someone who can.

Before that, you’d probably want to know what we offer. We don’t believe in jargon but, so you can compare like for like, we will use a little bit of it here.

Discretionary Investment Management

We work hard to understand your needs and then create a portfolio of investments tailored to your requirements meeting regularly to update your personal circumstances and to make sure you are on track to meet your objectives and goals.

About you

Wealth Management

We can help you solve a range of financial problems through careful planning and investing. This may be through ongoing financial planning or a one off piece of advice. The choice should be yours.

Since tax can have a big impact on your financial planning, we make sure we always look at the most tax-efficient way to structure your affairs. We'll build you a personal cash flow forecast which will give you a visual aid to understand how your future could look, and the decisions you need to make now to help you plan for it.

About you

Family Office

Our Family Office service provides investment management and financial planning, along with access to legal, tax and accounting services – all in one location.
About you

Charities and Trustees

Charities and trusts, like private clients, need individual and specialist support. We have the expertise and experience to do this and meet your specialist obligations.

About you

Why are we different?

Simplicity

It shouldn’t be complex. But the reality is, planning and investing for your family and your future often is. Expert advice is not just about what’s said but how it’s said, we make the complexities of investing accessible and understandable.

A long term view on relationships

We know your story can change. It will likely have many chapters and we want to earn the right to be with you along the way.

A long term view on investing

Don’t be seduced by what the markets are doing at any one point. Success should be based on generating the returns that are right for you. That’s why we invest for the long term and stay with you for every stage of your journey.

We invest our own money alongside yours

It’s telling if your investment manager invests with you. From set-up to today, we continue to invest our own money alongside our clients.

Talk to us, at a time to suit you

Give us a call today or leave your details below and one of the team will call you back.
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Our offices

Contact us
© 2001 – 2019 Seven Investment Management LLP. All rights reserved.

Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority,
the Jersey Financial Services Commission and the Guernsey Financial Services Commission. Member of the London Stock Exchange.
Registered office: 55 Bishopsgate, London EC2N 3AS. Registered in England and Wales No. OC378740.

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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