Our services
We have a range of services for private clients and each one can be shaped to fit you and your needs
Services made for real life challenges
With every service we offer, our starting point is always the same: what do clients need and how can we help them achieve that?
We listen to people like you – individuals, business owners and entrepreneurs, and professional partners – and find out what you want for yourself and your family. Then we use our experience and expertise to help you reach your goals.
Our services in brief
We run four different services at 7IM for private clients, all come with:
A dedicated point of contact, such as a Private Client Manager or Financial Planner
Regular reporting in a way that keep things simple, clear and transparent
Access to our Client Portal, so you can check your portfolio, performance and other important documents.
Our services
What do our clients say about 7IM?
You should be very proud of how you’ve performed over this period. If I hadn’t taken your advice when I did, I’d have lost about 10% of my pension. As it is, the portfolio is up… and I get to speak to you guys!
Discover more about 7IM
