We are delighted to announce that Partners Wealth Management has chosen to partner with 7IM.  This investment, with 7IM becoming the Corporate Partner, will allow us to further develop our long-term proposition and services for our clients, whilst benefiting from 7IM’s award-winning technology platform.

This is a natural and planned next step in the development of Partners Wealth Management. Four individuals founded the firm  in 2004 with a clear aim: to work in partnership – in partnership with our clients, in partnership with each other and partnering our clients with leading investment groups. That philosophy has allowed us to grow to a team of over 90 people who have the privilege and enjoyment of working with over 2,000 clients that entrust us with the management of over £2 billion of their assets.

As the firm moved into 2020, and looking to the future, we felt that our outstanding individual advisers needed to partner with ever improving technology to help deliver an even better client service. This sense has been reinforced by the effects of Covid-19 on working practices and the clear need for businesses, including ours, to be able to have control over the development of technology they use to deliver their service for clients.

7IM was established in 2002 and provides platform and investment services to professional wealth managers, planners, advisers and private investors. In an industry often dominated by the old fashioned, two innovative cultures are coming together to combine our personal and independent adviser-led approach with their award-winning technology.

There is no change to our strategy of providing a highly personalised, adviser-led service to our clients. Partners Wealth Management will continue to retain its investment independence, brand, and senior management team. This is a strategic decision to allow us to continue to develop our industry leading service.