7IM Review
Name: 7IM
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.
Summary
A good all-round wealth manager for clients with £250k upwards. A simple pricing structure also helps keeps costs low.
Pros
- 50 wealth managers
- £20bn under management
- 20 years experience
Cons
- Better for large portfolios
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Pricing
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Market Access
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Online Platform
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Customer Service
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Research & Analysis
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Overall
47IM 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.
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Richard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites established in 2015. With a career spanning two decades as a broker, he brings extensive expertise and knowledge to the financial landscape.
Having worked as a broker at Investors Intelligence and a multi-asset derivatives broker at MF Global (Man Financial), Richard has acquired substantial experience in the industry. His career began as a private client stockbroker at Walker Crips and Phillip Securities (now King and Shaxson), following internships on the NYMEX oil trading floor in New York and London IPE in 2001 and 2000.
Richard’s contributions and expertise have been recognized by respected publications such as BusinessInsider, Yahoo Finance, BusinessNews.org.uk, Master Investor, Wealth Briefing, iNews, and The FT, among many others.
Under Richard’s leadership, the Good Money Guide has evolved into a valuable destination for comprehensive information and expert guidance, specialising in trading, investment, and currency exchange. His commitment to delivering high-quality insights has solidified the Good Money Guide’s standing as a well-respected resource for both customers and industry colleagues.
