Welcome to 7IM for Private Clients

Finding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.

Who we are

You tell us what you’re looking for, your goals and what your future should look like. We’ll bring our expertise on long-term investing, personal finance and tax planning - all with a personal touch. Come and meet our team who will contact you shortly.

Jeremy Greenwood

Jeremy believes in establishing strong relationships with professional partners who are too busy to focus on their long-term financial plans and need support in reaching their financial goals.

Poppy Campbell-Lamerton

Poppy is passionate that every client of hers feel she is a trusted adviser, and someone they and their families can rely on. Poppy specialises in ensuring her clients and their families’ wealth is maintained and efficiently passed on to the next generation.

David R. Little, Senior Financial Planning Director

David Little

With over 22 years of experience in financial services, David has a wealth of experience in managing complex situations, creating simple and understandable plans for his clients.

Olivia West

Working with clients with a wide range of circumstances – from business owners to those going through divorce – Olivia prides herself on the long-term relationships she has with her clients, a testament to the trust she has built with them.

As at 31 January 2024

£1.8bn+

Private client AUM

45+

Individuals looking after your wealth

400+

Combined years’ experience

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 own 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.

What to expect from us

Personal approach

We deliver a personal, team-led approach to wealth management centred around you and your needs. With a primary point of contact, and a team who will be available to meet and speak with, we are committed to delivering an exceptional level of service.

Tailored communication

We meet and communicate with you regularly in a way that suits you. As a 7IM client, you will benefit from a range of exclusive events and access to our experienced investment team.

Working together

Everyone's needs are individual and complex. We understand that it can take a team of professionals to help manage your wealth, so we can work closely with your other advisers to reach your goals.

Regular reviews

We recognise that life isn't straight forward and circumstances can change, so we will keep your plan under constant review as your goals and objectives evolve.