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Fund Management Companies, Investment Services

7IM

7IM is a financial services company based in London, England. They specialize in fund management and investment services for their clients. With a focus on providing top-notch financial solutions, 7IM is a trusted partner for those seeking expert guidance in managing their investments.

Introduction to 7IM

7IM is a leading financial services company based in London, England. Established in 2001, the company has been providing investment services and fund management to clients around the world for nearly 20 years. What makes 7IM unique is their commitment to providing personalized investment solutions that are tailored to the individual needs of each client.

Services & products

7IM offers a range of financial services, including investment management, financial planning, and wealth management. They provide a variety of investment options, including stocks, bonds, and mutual funds. Additionally, they offer personalized financial planning services to help clients achieve their long-term financial goals.

Location

7IM is located on the 3rd floor of 55 Bishopsgate, in the heart of London's financial district. The area is home to a variety of businesses, including banks, law firms, and financial services companies. Customers can expect a bustling and fast-paced atmosphere in the area. The company is conveniently located near several public transportation options, including Liverpool Street Station, Bank Station, and Moorgate Station, all of which are within a 10-minute walk.

Benefits

Customers should choose 7IM because of the company's commitment to providing personalized investment solutions. Their team of experienced professionals works closely with each client to understand their unique financial situation and develop a customized investment plan. Additionally, 7IM has a reputation for providing exceptional customer service and support.

Good to know

Customers should be aware that 7IM is a fee-based service, meaning that they charge a fee for their investment services. However, this fee structure is designed to align the interests of the company and the client, ensuring that 7IM is always working in the best interest of their clients.

Reviews

Customers rave about the personalized investment solutions provided by 7IM. Many reviewers note that the company's team of experts is highly knowledgeable and dedicated to helping clients achieve their financial goals. Additionally, customers appreciate the exceptional customer service and support provided by 7IM.

FAQ

How long has your company been in the fund management industry?

We have been in the fund management industry for over 18 years, since our founding in 2002.

What types of funds do you specialize in managing?

We specialize in managing multi-asset funds, including passive, active, and ESG options. We also offer bespoke portfolio management services.

What is your track record of delivering returns to investors?

Our track record has been strong, with many of our funds consistently outperforming their benchmarks. However, past performance is not a guarantee of future success.

Can you provide references from current or past clients who have used your fund management services?

Yes, we can provide references from satisfied clients who have used our fund management services. Please contact us for more information.

How do you develop an investment strategy for your clients?

We work closely with our clients to understand their investment goals, risk tolerance, and other factors that may impact their investment strategy. Based on this information, we develop a customized investment plan that is designed to help them achieve their goals. We also regularly review and adjust the plan as needed to ensure that it remains aligned with their objectives.

Reviews

  • Tom Blackman

    28-05-2022
  • Matt O'Mara

    28-05-2022
  • Sophie Williams

    Critical: Value

    28-05-2021
  • Anonymous Review

    Critical: Responsiveness

    28-05-2021
  • Simon

    28-05-2020
  • Tom Howroyd

    28-05-2019
  • Matthew Richardson

    Great location

    28-05-2016
  • Mary Peden

    28-05-2016