We 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 was founded in 2002 by a team of escapees from the world of big corporate finance who wanted to start the kind of organisation they’d like to invest with themselves.
Our seven founders gathered in a basement and made plans to care for clients’ money by taking a structured and disciplined approach. Their aim was to achieve steady returns over the long term, always with an eye on risk, using up-to-the-minute technology. They wanted everyone to have access to the sort of service and expertise that institutional investors would expect.
Wherever you are – on holiday, on the way to work, out shopping – you can keep tabs on your investments on your mobile or tablet and get up-to-date details on how they are performing. MyMoney The MyMoney tool provides an interactive way to stay up to date with how your investments......
7IM Platform in numbers (31 August 2025) GB£17.1 billion AUM 45,300+ clients 3,000+ advisers Easy to do business with Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services,......