7im client portal

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Last Updated: 13 Mar, 2022
  • Client Portal | 7IM
    • Client Portal | 7IM
    • https://online.tcam.com/Login
    • Our 7IM Client Portal uses cookies. We are using cookies to give you the best experience on our site. Cookies are files stored in your browser and are used by most websites to help personalise your web experience. For further information on how cookies are used, please review our cookie policy . If you agree to our use of cookies, please press ...
  • 7IM Client Portal | Advised Clients | 7IM
    • 7IM Client Portal | Advised Clients | 7IM
    • https://www.7im.co.uk/advised-clients/your-tools/client-portal
    • The 7IM Client Portal provides you online access to your 7IM accounts and investments, making it easy for you to view your wealth in a secure way. The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
  • Private clients | 7IM
    • Private clients | 7IM
    • https://www.7im.co.uk/private-client
    • We have been busy creating a new enhanced experience for private clients of 7IM. Our new client portal My7IM has launched and will be available for existing clients soon.
  • Login | 7IM
    • Login | 7IM
    • https://www.7im.co.uk/login
    • Login. Log in to the 7IM Platform for financial advisers, paraplanners and administrators. Log in to the 7IM Client Portal to view your accounts held with 7IM.
  • My7IM Investor Portal | 7IM Private Clients
    • My7IM Investor Portal | 7IM Private Clients
    • https://www.7im.co.uk/private-client/my7im
    • My7IM is our interactive client portal, where clients can view their investments on the go. Wherever you are - on holiday, on the way to work, out shopping - you can keep track of your investments on your desktop, tablet or mobile.
  • Client Portal | 7IM
    • Client Portal | 7IM
    • https://online.tcam.com/Mobile/Account/Cookie?forceDesktop=False
    • Client Portal | 7IM. We are using cookies to give you the best experience on our site. Cookies are files stored in your browser and are used by most websites to help personalise your web experience. For further information on how cookies are used, please review our cookie policy . If you agree to our use of cookies, please press continue ...
  • Login - Client Online - 7IM
    • Login - Client Online - 7IM
    • https://my7im.7im.co.uk/login/
    • Copyright #169; 2001 - 2021 Seven Investment Management LLP. All Rights Reserved. Seven Investment Management LLP is authorised and regulated by the Financial Conduct ...
  • 7IM - Investment Management | Advisers & Private Clients
    • 7IM - Investment Management | Advisers & Private Clients
    • https://www.7im.co.uk/
    • Welcome to 7IM. We partner with financial advisers who want to focus on their client relationships rather than admin, help individuals with investment and financial planning, and provide technology to make things simple and clear. Since the earliest days of 7IM, our partnership with financial advisers has helped shape what we do and it still does.
  • Welcome - 7IM
    • Welcome - 7IM
    • https://security.7im.co.uk/Login/Login
    • Username. Password. Show password. Enter your PIN Show password. Forgotten password? | Reset access. Trouble logging in? Please call the UK based service team. Between 09:00 – 17:00 Monday to Friday. 020 7760 8777.
  • Client Portal - Thomas Westcott
    • Client Portal - Thomas Westcott
    • https://www.thomaswestcott.co.uk/clientportal
    • Thomas Westcott Offer advice on a range of matters, particularly in relation to taxation, investment and planning to developing and established businesses.
  • Client Login - Holland Hahn & Wills
    • Client Login - Holland Hahn & Wills
    • https://www.hhw-uk.com/client-login/
    • Home #187; Client Login. Online Access . PFP Secure Messaging Portal Ascentric Client Login 7IM Client Login. Receive our latest insights to your inbox Register here. 020 8943 9229. Holland Hahn amp; Wills is the trading name of Holland Hahn amp; Wills LLP which is authorised and regulated by ...
  • Logon to Seven Investment Management - 7IM
    • Logon to Seven Investment Management - 7IM
    • https://platform.7im.co.uk/
    • Visit the 7IM website Welcome to The 7IM Platform Your Investment Administrator Please enter your Username, the 2 requested characters from your password and press the Submit button.
  • Client Login | Financial Advice Glasgow | Kelvin FP
    • Client Login | Financial Advice Glasgow | Kelvin FP
    • http://www.kelvinfp.com/client-login/
    • For clients who have investments on the Seven Investment Management Platform (7IM) they have the option of either accessing their valuations via the 7IM site (this will only show valuations of policies held on this platform).
  • The 7IM Wrap Platform - Logon to Seven Investment Management
    • The 7IM Wrap Platform - Logon to Seven Investment Management
    • https://platform.7im.co.uk/Home/Logon?ReturnUrl=%2fReports%2fClientHoldingsBySecurity
    • Visit the 7IM website Welcome to The 7IM Platform Your Investment Administrator Please enter your Username, the 2 requested characters from your password and press the Submit button.
  • Have 7IM just delivered the best financial planning ...
  • ECOSYSTEMS – Client Portal - Adviser Software
    • ECOSYSTEMS – Client Portal - Adviser Software
    • https://www.advisersoftware.com/ecosystems-client-portal/
    • Adam Flowers. Adam joins FTRC from Willis Towers Watson where he spent four years as a paraplanner. Prior to this Adam worked at Succession Group, assisting their advisers in delivering product recommendations to the company’s private clients, and Vintage Financial Ltd, a medium sized London-based IFA firm.
  • 7IM - NextWealth
    • 7IM - NextWealth
    • https://nextwealthdirectory.co.uk/companies/7im/
    • The 7IM Platform is both transparent and unbundled, and whole of market. Enables us to support a large range of client segments, including discretionary and advisory services and model portfolios with rebalancing and multi asset funds.
  • Getting Started – jacksonswealth.com
    • Getting Started – jacksonswealth.com
    • https://jacksonswealth.com/getting-started/
    • 7IM; Filehaven; Client Portal; CONTACT; Getting Started. Building on a sure foundation. Have you ever stopped to think about what might happen if you can’t work? Your income is your single most valuable asset. A 21-year-old on a starting salary of #163;20,000 per year, and who only gets a 3% pay rise each year, will earn over #163;2million over the ...
  • My7IM - Apps on Google Play
    • My7IM - Apps on Google Play
    • https://play.google.com/store/apps/details?id=com.sevenim.clientportalapp&hl=en_US&gl=US
    • My7IM. - Safe and secure - use Face or Touch ID for quick and easy access to your account. - View your valuation, transaction history, investment performance and compare it to pre-configured benchmarks. - View the asset and regional allocation of the investments you hold. - You can also view your partners, family members and any trusts via your ...
  • Investments - Loveday & Partners
    • Investments - Loveday & Partners
    • https://www.lovedayandpartners.com/our-services/investments/
    • 7IM Client Login Area; Ascentric Client Login Area; Get in touch. Investments. Is your money working as hard as it could? The aim of investing is simple. You want to stay ahead of inflation and get a better return on your savings. If you don’t know where you’re going, any road will do. But it’s far better to invest with purpose and a plan.
  • Client Login | Financial Advice Falkirk | Russel Aitken FP
    • Client Login | Financial Advice Falkirk | Russel Aitken FP
    • http://www.russelaitkenfp.com/client-login/
    • For clients who have investments on the Seven Investment Management Platform (7IM) they have the option of either accessing their valuations via the 7IM site (this will only show valuations of policies held on this platform).
  • 7IM’s new and improved website - Adviser Software
    • 7IM’s new and improved website - Adviser Software
    • https://www.advisersoftware.com/7ims-new-website/
    • 7IM previously had two dedicated user sites: private client and intermediary. However, in addition to the new corporate site, there are now 3 other new core sites which can either be visited directly from the corporate site or accessed directly: 7IM for financial advisers, 7IM for clients of financial advisers and 7IM for private clients.
  • Starting Out | Watson Moore IFA
    • Starting Out | Watson Moore IFA
    • https://www.watsonmooreifa.com/financial-planning/starting-out/
    • 7IM Client Login; PFP Client Login; Home gt;gt; Financial Planning gt;gt; Starting Out. finances and STARTING OUT. A financially capable person is someone who keeps track of their money, plans ahead and is able to make informed decisions about their finances, understanding the risks and benefits of particular options.
  • Seven Investment Management (7IM) - Market Leaders Tools ...
  • Our Team | Watson Moore IFA
    • Our Team | Watson Moore IFA
    • https://www.watsonmooreifa.com/about/meet-the-team/
    • 7IM Client Login; PFP Client Login; Home gt;gt; About Us gt;gt; Our Team. OUR TEAM. Sign up for our free monthly investment update. SIGN ME UP. Chris Moore. Director. Jon Watson. Director. Alex Smith. Chartered Financial Planner. Dan Watts. Independent Financial Adviser. Mella Quinlan. Client Manager. Mike Johnson. Operations Director.
  • CONTACT – jacksonswealth.com
    • CONTACT – jacksonswealth.com
    • https://jacksonswealth.com/contact/
    • JACKSONS WEALTH MANAGEMENT. We’d love to hear from you with any questions or comments about anything you have read here on the site, or to make an appointment to see one of our advisers. The best way to get in touch is to call us on 01736 360717. Alternatively ...
  • RESOURCES – jacksonswealth.com
    • RESOURCES – jacksonswealth.com
    • https://jacksonswealth.com/resources/
    • Login. 7IM; Filehaven; Client Portal; CONTACT; RESOURCES. FIND OUT MORE. Meaningful Money. Jacksons Managing Director Pete Matthew hosts a financial education podcast called Meaningful Money which is now one of the most popular personal finance podcasts in the UK, with millions of downloads to date. The Meaningful Money site is a rich seam of ...
  • Contact Us - Loveday & Partners
    • Contact Us - Loveday & Partners
    • https://www.lovedayandpartners.com/contact-us/
    • Below are the key contact details should you need to get in touch: Click to view all contacts. Adam Baker. 07429554029. Adam Claydon. 01603 567583. Alex Cutts. 07751 159936. Bob Walne.
  • Community Engagement - Loveday & Partners
    • Community Engagement - Loveday & Partners
    • https://www.lovedayandpartners.com/community-engagement/
    • Jonathan will be riding for the Charity Ferblanc on 8 September. In preparation, he plans a sponsored leg wax the week before. Whilst cycling is not new to Jonathan, leg waxing is. Rumours are that it is the latter that he is more worried about than pedalling 560 kilometres in ...
  • Staff walk 10 miles in aid of The Sir Norman Lamb Mental ...
    • Staff walk 10 miles in aid of The Sir Norman Lamb Mental ...
    • https://www.lovedayandpartners.com/staff-walk-10-miles-for-norfolk-community-foundation/
    • Directors, staff, families and dogs walked from Brancaster Staithe to Wells-Next-The-Sea on Sunday 23rd August in aid of Sir Norman Lamb’s Mental Health amp; Wellbeing Fund.
  • A NEW LOOK FOR 7IM PLATFORM SCREENS
    • A NEW LOOK FOR 7IM PLATFORM SCREENS
    • https://platform.7im.co.uk/Documents/UserGuides.pdf
    • The 7IM Platform is now available on Chrome, IE9, Firefox, Opera and Safari browsers. It’s also now available on mobile platforms (iPad, iPhone, Android tablets and phones). A NEW LOOK FOR 7IM PLATFORM SCREENS With easy links to your most frequently used tabs (Dealing, Clients Reports and Assets in Transfer).
  • Financial Planning - Albert Goodman
    • Financial Planning - Albert Goodman
    • https://albertgoodman.co.uk/financial-planning
    • Client portal. 7IM. Nucleus. Transact. Personal Finance Portal. Meet the experts. You'll find our team dotted across the South West, experts in everything from tax to technology. We build long-lasting relationships with our clients, drawing on our insights and experience.
  • Retirement | Watson Moore IFA
    • Retirement | Watson Moore IFA
    • https://www.watsonmooreifa.com/financial-planning/retirement/
    • finances and retirement We recognise that in retirement, you need an investment solution that takes into account that: You don’t have the ability to ‘ride out’ falls in the market Short term losses can have a major impact on your portfolio’s value The path your investments take, and ...
  • About – jacksonswealth.com
    • About – jacksonswealth.com
    • https://jacksonswealth.com/about/
    • JACKSONS WEALTH MANAGEMENT. Here at Jacksons Wealth Management we have built up an enviable reputation in West Cornwall over 40 years for providing quality independent financial advice. We are a firm of Chartered Financial Planners, proving that we are committed to the highest standards of professional excellence, ethics, and client care.
  • Testimonials – jacksonswealth.com
    • Testimonials – jacksonswealth.com
    • https://jacksonswealth.com/testimonials/
    • “I met Demi early in the pandemic when my company had lost its entire client base, leaving me with zero income but a dependent small child and all the bills still to pay. I was in a blind panic. Demi mapped out more than a dozen scenarios for me from 2020 to age 100, so I ...
  • ‎7IMagine on the App Store
    • ‎7IMagine on the App Store
    • https://apps.apple.com/gb/app/7imagine/id619843866
    • ‎7IMagine is our award-winning interactive app, designed specifically for financial advisers and their clients. Wherever you are – on holiday, on the way to work, out shopping – you can keep tabs on your investments on your mobile or tablet and get up-to-date details on how they are performing....
  • Retiring Professional Athletes | Watson Moore IFA
    • Retiring Professional Athletes | Watson Moore IFA
    • https://www.watsonmooreifa.com/retiring-professional-athletes/
    • Retiring professional athletes Preparing for life after spending your life devoted to sport can be quite daunting. Watson Moore will work with you on the financial side, educating you on what savings, investments and pensions you have accumulated and how to restructure them if required. It is likely that you will need a more conservative...
  • TLT advises Partners Wealth Management on acquisition by 7IM
    • TLT advises Partners Wealth Management on acquisition by 7IM
    • https://www.tltsolicitors.com/insights-and-events/news/tlt-advises-partners-wealth-management-on-acquisition-by-7im/
    • TLT has advised the owners of leading financial planning firm Partners Wealth Management (PWM) on its acquisition by Seven Investment Management (7IM). The acquisition will provide a boost for both firms’ respective strategic growth plans. PWM, an award winning London-based firm, was founded in 2004 and looks after over #163;2bn of assets on ...
  • LogIn
    • LogIn
    • https://hub.afhwealth.com/
    • If you haven't used WealthHUB before, you'll need to register. Register now. Need help? For issues with login or registration please call us on 0333 230 9254. We're ...
  • Client Portal - Xplan (Iress) - NextWealth
    • Client Portal - Xplan (Iress) - NextWealth
    • https://nextwealthdirectory.co.uk/companies/client-portal-iress/
    • Iress launched its new Client Portal in 2019, replacing it’s first gen ‘Client Touch’ portal. Customised and connected, Client Portal is the secure way to give your clients an online view of their investments and financial life. Accessible via mobile, tablet, laptop and desktop, Client Portal is easy to navigate and provides a secure line ...
  • Client login | Paradigm Norton | An award-winning ...
    • Client login | Paradigm Norton | An award-winning ...
    • https://www.paradigmnorton.co.uk/client-login/
    • Client login. Access your account by clicking on the links below. All you’ll need to sign in here is your secure password which will already have been sent to you. All you’ll need to sign in here is your secure password which will already have been sent to you.
  • Kieran Cardozo-Smith - Digital Product Manager - 7IM ...
    • Kieran Cardozo-Smith - Digital Product Manager - 7IM ...
    • https://uk.linkedin.com/in/kieran-cardozo-smith-10b0b758
    • Digital Product Manager. 7IM. Jun 2019 - Present2 years 5 months. London, United Kingdom. Delivered. - Updates to our app 7IMagine throughout 2020 and into 2021. - Delivered as product manager / project manager a brand new website on a new CMS. - Own the strategy for the 7IM website.

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7im client portal FAQ

What does 7IM mean for a private client?

7IM for private clients A personal and straightforward approach to wealth management If your days are busy, you don’t want sleepless nights about your retirement plans, long-term investing decisions or tax planning - we're here to help. Finding a wealth manager can be difficult, and many focus on themselves and their heritage.

Where can I view my 7IM account details?

7IM for private clients A personal and straightforward approach to wealth management If your days are busy, you don’t want sleepless nights about your retirement plans, long-term investing decisions or tax planning - we're here to help. Finding a wealth manager can be difficult, and many focus on themselves and their heritage.

Where can I keep track of my 7IM investments?

Wherever you are - on holiday, on the way to work, out shopping - you can keep track of your investments on your desktop, tablet or mobile. My7IM has now launched, if you are an existing 7IM Private Client we will be in contact soon about switching your account over.

How can I send a message to my7im?

Login to your My7IM account and send us a message. It is a secure way of communicating with us, and you can view the message and conversation history all in one place. If you have received your My7IM login details, you can log on today via the website or download our app.