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Designed by financial experts for financial experts, 7IM's award-winning combination of high service discretionary management, low cost risk rated funds and a flexible open architecture wrap platform has proven to be a powerful and popular choice
We regard it as a great privilege to have been asked to manage and administer on behalf of Professional Planners and Advisers some £4 billion of assets in various forms. Our business is based on some clear and fundamental tenets designed to support the investment facilities needed by the professional planner and adviser:
We regard it as a great privilege to have been asked to manage and administer on behalf of Professional Planners and Advisers some £4 billion of assets in various forms. Our business is based on some clear and fundamental tenets designed to support the investment facilities needed by the professional planner and adviser:
- No trading commissions in our investments - purely a fee based on performance
- No in-house 'star' fund managers
- clear and transparent costs and charging
- A rigorous focus and continuous focus on asset allocation
- Bringing institutional calibre investment through to the retail world
- Constantly innovating to help develop the planner's business
- Doing the right thing for the planner and adviser, their client and our team.