Description: Whether you’re investing for growth, planning for retirement or drawing an income from your pension, a 7IM financial advisor will work with you to find the solutions that work best for you.
A good all-round wealth manager for clients with £250k upwards. A simple pricing structure also helps keeps costs low.
- 50 wealth managers
- £20bn under management
- 20 years experience
- Better for large portfolios
Research & Analysis
7IM Expert Review
They generally say you can tell a lot about a man by his shoes.
And walking around the offices of 7IM when I went to interview co-founder Justin Urquart Stewart I was glad to see plenty of Church’s. Worn by well dressed young men, smartly and professionally going about their business (I’m afraid I don’t know enough about Lady’s shoes to comment on their brand or what it means).
It may sound old fashioned by I think it’s important that you convey the right message when you meet clients. Despite, what people say first impressions and appearance count. But only in so much as if they represent what you represent.
I was glad then, that when I met Justin he was wearing his trademark red braces and red tie. The last bastion of what the City used to be like. That of course, and Sweetings, on the corner of Queen Street and Queen Victoria Street. Lovely fish, no reservations and only open for lunch. It’s interesting too what Justin has to say about his braces later on…
Not just shoes, but watches and cars as well. Last week I played golf with a bunch of currency brokers, and I can tell there is one certainty in finance. The bigger the watch, the bigger your bill. They all had very big watches.
My friend who fits floors in new homes on the St Georges Hill Estate turns up in a bashed up VW Passat estate, even though he can certainly afford something flashier, but that wouldn’t exactly scream “you’re getting value for money”. I once phoned Pimlico Plumbers for a quote on getting a gas cooker removed. Suffice to say it was the last time I phone Bentley driving, Charlie Mullins’ firm for an estimate.
I don’t recall noticing his shoes, and I don’t know what car Justin Urquart Stewart drives. But I did notice his watch. A Swatch Once Again. The same watch my dad wore. Functionality, at it’s best. I have one too, but I must admit I opted for a Swatch Twice Again. It has a slightly larger face at 41mm rather than the original’s 38mm. It’s a small difference, but times do change, and one must change with them.
It’s the little things that count, although you probably don’t care about watches, cars, floors , just that someone sensible is looking after your money.