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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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, Transact and Standard Life

  • 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.

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