7IM for private clients
Planning is important in all aspects of life, especially when it comes to your finances. Start the journey to a bright future today.
Book a consultationAs at 30 November 2024
50+
Individuals looking after your wealth
£22.3bn+
7IM AUM
20+
Years managing money
How we can help
Growing your wealth
Do you lack the time or expertise to manage and grow your wealth? Our team of experts are on hand to help make your money work for you.
Preserving your wealth
Have you worked hard to build your wealth or received a windfall? We work with you to maintain your wealth so that it's there for whenever you need it.
Retirement planning
Retirement planning can be complicated and each individual's needs are different. We work with you to understand what you want and help to make your retirement as simple and stress-free as possible.
Inheritance planning
Are you wondering how to pass on your assets in the most tax-efficient way possible? Our financial planners can put together a tailored plan to pass on wealth to the next generation.
Who we can help
Individuals
We’re here to help you meet your financial needs - whether that's planning your retirement, managing your assets, tax planning, or anything in between.
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Directors and Partners
We understand the financial challenges and needs of lawyers, accountants, medics and other professionals - and can help you plan around them.
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Business owners and entrepreneurs
We can help you make the most out of your profits, or secure an exit from your business and plan your financial future.
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What our clients say about 7IM
Our initial meetings with 7IM convinced us that we had found the right investment manager and, seven years on, we are delighted with our decision.
Meet some of our friendly experts
Jessica Jenvey
Having worked in the industry for over 20 years, some of those in Cape Town, Jessica works closely with a wide range of clients to get the best possible outcome when it comes to securing their financial future.
Mark Endacott
Mark understands the importance of building long-term relationships with his clients by understanding what really matters to them. Mark specialises in working with business owners, entrepreneurs and those approaching retirement.
Poppy Campbell-Lamerton
Poppy is passionate about maintaining and developing new client relationships and aims to understand their circumstances and position fully, tailoring her approach to each individual.
Jeremy Greenwood
Throughout Jeremy's 20-year career in financial services, he has established strong relationships with his clients by taking the time to understand what is important to them, helping to achieve their financial goals.
What you can expect when booking a consultation
Matched with a member of the Private Client team
Discuss your circumstances and requirements
Formulate a plan and onboard as a client
Book a free consultation
Latest news and views
Pension Awareness Week: are you on track for the retirement you want?
Senior Director Jeremy Greenwood outlines a few checklist items that will help you achieve the retirement you want.
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Pension Awareness Week: Review your pension plans ahead of ‘painful’ October Budget
Senior Director Olivia West reflects on the value of reviewing your pension ahead of the October Budget.
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The £22bn black hole: Will Reeves ‘boldly go where no Chancellor has gone before’?
Ahead of the October Budget, David R. Little reflects on financially preparing for any potential changes from government.
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A proper wealth plan is the best gift for your family
Looking for a gift idea? Craig Forbes suggests a proper wealth plan that thrives through generations.
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