7IM and Succession Wealth Management
Working in partnership
We work with you in a way that fits with your business, clients and needs.
Whatever stage your client is at on their financial journey, we have a ready-made, blended, portfolio, pitched at a suitable risk level, to give them instant diversification at a competitive price.
Our approach to investment is steady and always with a disciplined eye on risk
The Succession Model Portfolios, Powered by 7IM, are available to purchase on the Succession Investment Platform, the 7IM Platform, abrdn, Aviva, Fidelity, Transact and Quilter
We take an active approach to asset allocation and utilise passive instruments offering a cost-effective, blended approach
7IM have evolved and grown alongside our financial planning partners, with their priorities at the forefront of our thinking.
As a trusted partner of 7IM you and your clients also have access to our award winning platform and the 7IM AAP Funds.
Speak to or email one of our team today
Succession Model Portfolios - Powered by 7IM
7IM and Succession have come together to give your clients access to a range of risk-rated, low-cost model portfolios to help them achieve their goals.
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