7IM Private Clients
Initial consultation free
Independent
Finding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.
We can advise you on
Clients
helped
helped
< 10
Minimum
pension value
pension value
£500k+
Minimum
wealth
wealth
£500k+
Minimum
mortgage value
mortgage value
£500k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Olivia West
Senior Director - Private Clients
Mark Endacott
Senior Director - Private Clients
Daniel Wood
Senior Financial Planning Director
What our clients say
vp
Very personal service
24 Nov 2024
Impressed by the personal service the advisers give their clients and also, the breadth of services they have on offer.
sc
Satisfied client
19th February 2025
As a long term client with a broad based investment portfolio,I have always been impressed with the prompt, courteous and efficient service to have received.
vs
Very satisfied client
22nd February 2025
I am a long standing client of 7IM. I have utilised their services in different ways over the lifespan of my time with them from building my wealth to financial planning for...
ot
Our thanks to 7IM
24 Nov 2024
The team at 7IM has looked after our money for over 20 years. They have always dealt with my wife and I in a courteous and professional manner. They take the utmost care in making sure...
hw
Happy with progress, comfortable and secure
23rd Sept 2024
My wife and I have been with 7IM for over 10 years
The two key aspects of this relationship are: personal contact; and performance. Our client director has become as much a friend as...
ht
Herculean task to earn my trust but 7iM achieved it
18th Dec 2024
I recently retired and sold my successful business which was along with a modest SIPP were my only assets. I’ve always had a healthy mistrust of banks and IFA’s. I knew I needed to...
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .