Investment Management
A flexible service available for those who may not have the time or inclination to manage their own investments
Whether you are looking to grow your wealth or have a certain goal in mind, such as funding school fees, planning for retirement or helping your children onto the property ladder, this could be the service for you.
Helping you achieve your goals in life
Our Investment Management service is as simple or complex as you want it to be. We can focus on a simple goal – let’s say, growing your money, or on a wider set of issues – including retirement, tax wrappers, family needs and inheritance.
We can make suggestions about your existing investments or construct a portfolio from scratch – perhaps if you sell a business or come into a windfall.
What's included
- A dedicated Private Client Manager
- Advice on investments held in ISAs, investment accounts, bonds and personal pension products
- Capital gains tax (CGT) management
- Simple cashflow modelling for retirement planning
- And more.
Who the service may be suitable for
People who are looking for an expert to manage their investments on their behalf, with a personal level of service
Start a conversation with us today
Start a conversation with us today
Give one of our friendly team a call today. We're available Monday to Friday from 9am to 5pm
Send us your details via email and we'll get back to you
Fill out our contact form and we'll get back to you at a time that is convenient for you
7IM Cash Deposit Service
7IM can help you manage your cash via our partnership with Insignis cash solution.
Discover more about 7IM
