Supporting you
when you need it

We believe that needing additional support shouldn't be a barrier to getting the right advice.

Our company ethos is guided by doing right by our clients – starting with our independent by design investment principles through to offering extra support when our clients need it most. Whether you’re facing challenging circumstances or have additional needs, we’re here to help. And if your situation changes, you can rest assured that you can always access these services at a later date.

We have a cross-functional group of individuals across the 7IM Group, including PWM representatives, who meet regularly to ensure we are promoting best practices internally, escalating any cases and developing training for colleagues. We’re dedicated to giving our clients what they need, feeding back on the best ways we can support based on years of working directly with clients.

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Some of the ways we can assist

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Visual impairments

We can provide large print copies of documents on request, and our website is optimised to work with text to speech readers.

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Changing life events

We’re here to support you through differing stages of life – whether that’s retirement, separation, or a change in health. We can provide additional specialist support if you’re going through a divorce or separation.

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Compassionate support

We take the needs of those who have additional mental health requirements seriously, and you can reach out to us with confidence that you’ll be met with care and compassion.

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Supporting Every Client

The wellbeing of our clients is at the heart of how we run our business, so it’s important to let us know of any additional needs you may have so that we can support you in the best way.

And if your circumstances change, please do reach out so that we can continue to deliver the best possible service to fit your needs.

Contact us