7IM for individuals

No one is too young or too old to benefit from what we can offer. From paying for education to providing for old age, we can help you plan.

We’re here to make your life easier

If you have a financial planning or investment need in life, the chances are we can help. And help in a way that makes you feel valued and confident about your future, and saves you valuable time.

Typical issues we help with

We help individuals and families – at all ages and stages of life – with a range of issues, both simple and complex:

Creating and managing financial plans to support your family and your future goals
Tax-efficient investing and wider tax planning, including legacies and inheritance
Understanding your income and capital needs so you have money when you need it most
Financial planning for retirees, including providing for long-term care.
Taking care of retirement planning, pensions and income drawdown
Building your investment portfolio and managing your assets.

Your list of financial goals and aspirations may be long, but in short, we have the experience and expertise to help you with yours. Everything we do is tailored to your own circumstances and ambitions.

If you want to know more or discuss your financial goals or concerns, we’re here to talk.

Who we could be suitable for

Individuals who are looking for help with putting the right plans in place for their financial future
Those in search of high quality financial planning and investment management, all delivered through a first class personalised service
High net worth individuals and families

If you are unsure whether or not you are suitable, please get in touch and we can talk you through your options. It could be that our Self Invest service may be better suited to your needs.