Seven Investment Management (7IM)

Service provider
Investment Manager
Min. account size
£50,000
Ownership
Part of Listed Company
Size of wealth manager
Small
Founded
2002
Size
UK Wide

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Seven Investment Management (7IM) Factfile

Stewart Sanderson
Stewart Sanderson
Head of Relationship Management

Seven Investment Management, or 7IM, was founded in 2002. The company aims to provide a personal and straightforward approach to investment management, with a discretionary portfolio management service and a range of funds designed to individual appetites for risk.

Contact person Relationship manager
Portfolio types Model
Composition Fund, mixture, ethical
Third party service
Pension advice
How we charge Within account fee
Online retirement tool
Portfolio lending
Ethical investing
Questions to ask?

Questions to ask?

Why do they adopt a model, not a bespoke, portfolio approach?
Do they offer financial planning?
How can they help with retirement planning?
What we like

What we like

One of the fastest growing wealth managers in UK
Refreshing common-sense, no-nonsense approach
Very strong investment process and rationale
Competitive fees

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Articles by Seven Investment Management (7IM)