7IM for financial advisers
We’re strong believers in the power of a proper financial plan. It’s our job to help you deliver it. Whether that's with technology and an award-winning investment platform, multi-asset investments to suit any philosophy, helping your clients with retirement planning, or cases that require that little bit more, we're here to stand alongside you.
Since 2002, we have supported financial advisers in helping their clients have the financial future they've dreamt of
As at 31 January 2025
Key dates and support for 2024-25 tax year-end
With TYE fast approaching, we have a dedicated information hub with key dates to keep in mind as you plan for this busy time of year.
Introducing the 7IM Retirement Income Solution (RIS)
Feel confident about your clients’ money lasting the distance and being ready to adapt to the ever-changing world with the 7IM RIS – managed by you, underpinned by our robust methodology.
We have always prided ourselves on the service and solutions that we provide our clients, but don't just take our word for it.
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