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.

Succession Hero

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.

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