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 / Financial Planning

Your Financial Planner and Private Client Manager will work together to get to know you, your personal situation and your life goals

We’ll create a financial plan, taking into account your long term goals, your attitude towards risk and financial situation

We’ll build you a personal cash flow forecast to give you a comprehensive picture of what you will need at what points in life

Your Financial Planner will provide advice on your investments, pensions and estate planning

You’ll get regular updates on how your investments are doing by phone, email or in person, whichever suits you

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.

We build a team of experts to suit your needs and act as a central coordination point for your various advisers

You benefit from a holistic approach to the management and avoid duplication of effort and cost

We help you to articulate your goals and determine the best way to reach them

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.

Risk management

Institutional approach to investment management

Guideline returns and downside protection

Bespoke work with trustee – trustee education and support

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.
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

© 2001 – 2020 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.
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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