A message from our MD: New year, new goals

At 7IM we do things a little differently, and in 2025 we’ll continue to offer our clients the products and services typically larger companies can provide, but with the personal touch that really defines 7IM’s founding principles.

And not only is staying true to our principles extremely important to us, but it is also what drives us when thinking about how we can continue helping our clients achieve their financial goals in 2025 and beyond.

We know that wealth management services are highly personal, and that’s why we’ve invested significantly into the capabilities that enable us to manage all aspects of your wealth. Having a complete view of our clients’ wealth enables us to grow their wealth in the best possible way.

We have worked tirelessly over the past year to plan and deploy our Wealth Management 360° service, and we’re confident that the journey we’ve created for our clients is the best way to help them achieve their financial freedom.

We believe that financial freedom can be achieved through the four steps we’ve designed as part of this service. Stress-testing an individual’s wealth via a professional cashflow is a robust way of obtaining the confidence in their financial plan, and that’s what our Lifetime Wealth Model seeks to achieve.

We will also frequently assess the individual’s tax position. Using our Tax Optimisation Strategy, we can ensure they are leveraging their retirement income in the most efficient way.

We understand that circumstances evolve and we want to be prepared to support individuals through all stages of their lives – we do this through our Family Office services. So, whether they need a new mortgage, to update their wills or power of attorney, any private banking services, or simply a valuation on their art or collectibles, 7IM and our strategic partners can help them with that.

And because we work alongside 7IM’s Investment Management team, we know how committed they are to the long-term plans they have for our clients. Delivering on our Investment Excellence is an important part of our strategy to deliver returns across the spectrum of the risk appetites of our clients.

We always want our clients can make the most of their relationship with 7IM. They always have a primary contact, supported by a team of Wealth Management Associates, Customer Service Assistants, and Paraplanners. And to make sure every client receives the most suitable service to their preferences, their dedicated adviser is always available to speak to them.

To complement these meetings, we also frequently host face-to-face events to provide opportunities to meet more 7IM members and other individuals who might have similar wealth goals.

We are passionate about looking after our clients’ wealth, and we know everyone has a unique story to tell. Please do talk to us if you have any questions about your wealth – we’d be delighted to assist.

I wish you a successful 2025.

Ben Covey