7IM (Seven Investment Management)

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7IM say they partner with financial advisers who want to focus on their client relationships rather than admin, help individuals with investment and financial planning, and provide technology to make things simple and clear.

7IM Customer Reviews

3.5
3.5 out of 5 stars (based on 14 reviews)
Excellent36%
Very good22%
Average21%
Poor0%
Terrible21%

5/5

22nd February 2023
GMG Awards Voter: [118249767711]

1/5

15th June 2024
Patricia Burmeister

I am a new comer…

23rd May 2024

I am a new comer and again thru my FA

Rhoda Matthews

1/5

25th February 2023

Pros:

Nothing

Cons:

Customer service

GMG Awards Voter: [118253083471]

3/5

24th February 2023

Pros:

The nice user interface on their app (but looks aren’t everything!)

Cons:

Make their app more functional – I prefer simple lists to animated charts

GMG Awards Voter: [118251871397]

5/5

22nd February 2023
GMG Awards Voter: [118249767711]

5/5

18th February 2023
GMG Awards Voter: [118247313173]

3/5

15th February 2023
GMG Awards Voter: [118244757536]

3/5

14th February 2023

Pros:

lower fees

Cons:

lower fees

GMG Awards Voter: [118243815160]

4/5

27th January 2023

Pros:

personal support

Cons:

nothing really

GMG Awards Voter: [118229835249]

4/5

16th January 2023
GMG Awards Voter: [118220513182]

5/5

28th February 2022
GMG Awards Voter: [13362465036]

1/5

11th February 2022

Pros:

Nothing

Cons:

???

GMG Awards Voter: [13324825666]

5/5

27th January 2022

Pros:

Investment performance

Cons:

No thoughts

GMG Awards Voter: [13289675008]

Alexander West @ 05/06/2020 12:36

6th May 2020

Overall a great breadth of knowledge and refreshingly honest, very easy to work with and to trust, which is ever harder

Alexander West

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What does 7MI do?

7IM Expert Review
Good Money Guide Recommended 2024

Name: 7IM

Description: 7IM provides wealth management, investment management, and financial planning services to individuals, families, charities, and institutions. Their services include discretionary portfolio management, retirement planning, and a range of investment products designed for long-term growth and wealth preservation.

Is 7IM a good wealth manager?

A good all-round wealth manager for clients with £250k upwards. A simple pricing structure also helps keeps costs low.

7IM has a solid reputation for combining innovative technology with traditional wealth management services. They are known for their client-centric approach and transparent investment strategies. Their use of cutting-edge technology, such as their platform for managing investments, sets them apart in the wealth management space.

7IM have some of the lowest wealth management fees about based on a percentage of assets under management, starting at 0.3% for the first 500,000 in your portfolio and going down to as low as 0.05% over £5m.

Pros

  • Strong combination of technology and personalized wealth management.
  • Transparent, competitive fee structure for the services offered.
  • Innovative investment platform providing a user-friendly experience.

Cons

  • May not offer as much personalization compared to boutique wealth managers.
  • Some clients may find their focus on technology less suited to more traditional, hands-on approaches.
  • Fees can add up for clients requiring more specialized services or larger portfolios.
  • Pricing
    (4)
  • Market Access
    (4)
  • Online Platform
    (4)
  • Customer Service
    (4)
  • Research & Analysis
    (4)
Overall
4

7IM News

  • Partners Wealth Management Acquired by 7IM - Award winning financial planning firm, Partners Wealth Management (PWM) has been acquired by 71M The new deal will see Partners Wealth Management and 7IM continue to operate as separate companies under their own leadership teams and branding. Wealth manager PWM was founded in 2004 and has experienced rapid growth over the past few years with […]
  • Justin Urquhart Stewart, Co-Founder of 7IM on the importance of planning your financial future as soon as possible - I recently sat down to have a chat with Justin Urquhart Stewart, about the ethos of 7IM, the £15billion investment management business he co-founded in 2002. His best and worst moments and the importance of wealth management and making sure that people start planning their financial futures as soon as possible. They generally say you […]
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