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Rated 4 out of 5 stars

I retired last year and setup FADD there were a few bumps in the road, however all sorted now. I think you have to be patient sometimes when a company has new ownership. Especially when the online pl... See more

Rated 5 out of 5 stars

I have been with 7IM for many years. I find the personal and tailored approach helpful and my investments have done well (it’s a long term strategy) If you are medical they are great at predicting... See more

Rated 1 out of 5 stars

Having been a 7IM customer over the last 10 or so years I decided to move provider to get a better return and this is where the problems started. They make it incredibly difficult to withdraw your fun... See more

Rated 1 out of 5 stars

These guys have looked after my money since 2015. The return on investment has been poor (about 3% annually) despite much boasting of great investment expertise. Their fees are very high and quite d... See more

Company replied

Company details

  1. Investment Company

Written by the company

We're an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs and aspirations.


Contact info

2.9

Average

TrustScore 3 out of 5

32 reviews

5-star
4-star
3-star
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1-star

Hasn’t replied to negative reviews

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Rated 5 out of 5 stars

Attended a great networking event…

Attended a great networking event hosted by 7IM (Matt and Alice) with some very interesting and knowledgeable professionals. It was a pleasant evening and very well organised. I look forward to working with them in the future.

March 9, 2023
Unprompted review
7IM logo

Reply from 7IM

Thanks James, great to hear

Rated 5 out of 5 stars

Long standing clients. Very happy with 7IM.

We have been clients of 7 for over fifteen years which I imagine must speak for itself. We are always happy with their service, communications are good, advice is sound, they hit the numbers that they discuss with us (subject to market conditions which we understand). I often recommend them to our friends. Of particular note is our client manager Mark Endacott who (apart from having poor taste in football clubs!) is in regular communication, responds swiftly to enquiries and is both courteous and good humoured. All in all we are very pleased with 7im.

May 26, 2023
Unprompted review
7IM logo

Reply from 7IM

Thank you so much for taking the time to leave this review, this is wonderful to hear. We've passed your feedback onto Mark as well.

Rated 5 out of 5 stars

Happy Investor!

I Have been with 7IM for about 9 years and have always found them professional in every way. Performance has dipped as everything has more recently but in all honesty I’d probably be worried or suspicious if they had managed to buck that trend! I have total confidence in 7 and find them a pleasure to deal with.

May 25, 2023
Unprompted review
7IM logo

Reply from 7IM

Thank you for taking the time to leave a review. We're so pleased to hear you're having such a positive experience and will pass your feedback onto the team.

Rated 5 out of 5 stars

Stick with the strategy

Having been with 7IM for 9 years, I have always found them to be easy to deal with and good communicators. Investing during the past few years has been difficult but not just with 7IM, with all investment forms.
Hold on for better times and hopefully, they will be just around the corner. Investment should be about the mid to long term, definitely not trying to make a quick buck!

May 22, 2023
Unprompted review
7IM logo

Reply from 7IM

Thank you Mr Gascoine. We really appreciate you taking the time to leave a review, and are so pleased to hear about your positive experience with us.

Rated 5 out of 5 stars

Brilliant service, supportive team

My experience with 7im has been brilliant so far. The staff are extremely supportive and responsive, and I look forward to continuing my relationship with them.

May 20, 2023
Unprompted review
7IM logo

Reply from 7IM

Thank you so much for taking the time to leave a review. We are delighted to hear about your experience.

Rated 5 out of 5 stars

Having been introduced to the Private…

Having been introduced to the Private client team via a networking event, I can only vouch positively with regards to my experience with them so far. Great company, with trusted advisers - highly recommend.

May 18, 2023
Unprompted review
7IM logo

Reply from 7IM

Thank you Ed. Great to hear you're having such a positive experience.

Rated 5 out of 5 stars

I am very happy with the service that I…

I am very happy with the service that I receive from 7IM. I find that the company is very responsive to any questions that I have. I have never had an issue with being able to talk to my advisor. They are professional, knowledgeable and pleasant to talk to. Having been through personally tough times, I can’t thank them enough for their kindness and willingness to take the time to help me with the transference of my late husband’s pensions. I am invited to a yearly review, but there is no issue to contact the company at any time in between these meetings.
Investing with 7IM definitely gives me peace of mind.

March 17, 2023
Unprompted review
7IM logo

Reply from 7IM

Thank you so much for your feedback Julia. We’re glad we could be of help through such challenging times for you.

Rated 5 out of 5 stars

Top of their game

Wealth management is second to none - focussed, helpful, responsive and practical and, more importantly, successful. Olivia West was personally recommended to me and it was the best advice I have ever received.

March 10, 2023
Unprompted review
7IM logo

Reply from 7IM

Thank you so much for sharing your thoughts on your experience with us. We will be sure to pass your lovely feedback to Olivia.

Rated 1 out of 5 stars

6 months to transfer Pension

6 months to transfer Pension to another provider with various excuses along the way. Liquidated funds not transferred after 3 weeks. Constant chasing, it has not been a good experience

January 10, 2023
Unprompted review
7IM logo

Reply from 7IM

Dear Mr Lush,

We’re sorry to hear of your disappointment with your experience as detailed below. We strive to deliver an unrivalled experience to every client, and we're sorry that you feel that this has not been the case for you in this instance.

Without wanting to go into details of your personal case on a public forum, upon investigation I can see that our complaints team are already in touch with you about the matter and I hope that we get it resolved to your satisfaction quickly. If you would like to get in touch with them directly, you can reach them at complaints@7im.co.uk.

Best regards,
7IM

Rated 2 out of 5 stars

I have had 7im investment for a while…

I have had 7im investment for a while … from my advisor I get performance is not good down to Brexit, Covid-19 and now the war ! Now it will be the recession I guess on my next review.. But with the large fees going out annually they are only the ones making money.

March 29, 2022
Unprompted review
7IM logo

Reply from 7IM

Dear Michael,

Thank you for your review. We’re sorry to hear that your experience with us has not been in line with the service we strive to deliver and that you expect of us.

We would welcome the opportunity to further discuss your situation in more detail if you would like to do so? Please don't hesitate to get in touch at information@7im.co.uk.

Best regards,
7IM

Rated 1 out of 5 stars

Avoid.

Invest your hard earned money elsewhere. These guys are impossible to get in touch with by telephone and my investment hasn’t done well.
Trying to change address was shocking and trying to transfer my money from them is nigh impossible.

March 4, 2021
Unprompted review
7IM logo

Reply from 7IM

Dear Stephen,

We’re sorry to hear that your experience with 7IM has not been in line with the high standards that we pride ourselves on. This is absolutely not the level of service we strive to deliver.

We appreciate that this review was a little while ago, but if you would like to discuss it further, please do get in touch at information@7im.co.uk and we will be able to look into the matter further for you.

Best regards,
7IM

Rated 1 out of 5 stars

High fees, lousy performance

These guys have looked after my money since 2015. The return on investment has been poor (about 3% annually) despite much boasting of great investment expertise. Their fees are very high and quite disproportionate to performance. A little research shows that a few simple tracker funds would have out-performed this lot at every point since 2015. I have now (2020) ditched them (and my IFA) and gone with said tracker funds.

October 11, 2020
Unprompted review
7IM logo

Reply from 7IM

We’re sorry to hear that you’ve decided to leave us.

As with all investment managers, our fees vary depending on the fund selected and the platform used – our lowest cost investments start at 0.15%. Similarly, performance will vary with different investment choices and risk appetites. Full information about our performance can be found in our fund centre at https://www.7im.co.uk/our-funds/fund-centre.

We appreciate that this is not a recent review, but if you did wish to discuss your particular case in more detail, our investment team are always happy to do so. Please feel free to get in touch at information@7im.co.uk.

Best regards,
7IM

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