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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

I was introduced to 7IM by my financial adviser Chris. Having been forced to retire earlier than anticipated due to health reasons, I needed to find a solution to my income needs, that would sustain m... Ver más

Valorada con 1 estrellas sobre 5

I have been with 7im for over 2 years now and have experienced many issues regarding missing payments, incorrect payments as well as tax issues meaning I have been forced to call HMRC. I have rec... Ver más

Valorada con 1 estrellas sobre 5

My financial adviser moved to 7IM and ever since it has taken longer and longer to withdraw money. I requested a withdrawal four weeks ago, signed the usual paperwork and have been chasing them for ov... Ver más

La empresa ha respondido

Valorada con 4 estrellas sobre 5

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... Ver más

Información sobre la empresa

  1. Sociedad de inversión

Escrito por la empresa

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


Información de contacto

3,2

Medio

TrustScore: 3 sobre 5

35 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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Ha contestado el 20% de las opiniones negativas

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3,2

Todas las opiniones

(35)

8 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

One of the better private investment providers

My wife and I have been clients since 2017 and we have found 7IM to provide a straightforward and clear collection of funds which - together with their advice and guidance - can be structured to maintain a suitable and easy to track set of investments that fit our family needs. We have had very mixed experience in the past with various financial advisors and institutions and have found the 7IM experience to be the best by far. In particular we have found them to be particularly communicative, transparent, and aware of our personal circumstances and investment goals.

1 de agosto de 2023
Opinión espontánea
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Respuesta de 7IM

Thank you so much for taking the time to leave a review Ian. We’re delighted to hear that you’re having such a positive experience with us.

Valorada con 5 estrellas sobre 5

Thank You Seven!

Been with 7IM since 2013, an extremely financially turbulent decade! Although I opted for a cautious investment profile I am still pleasantly surprised at the outcome through this difficult period.
I have found the fund managers to be pro-active patient & courteous taking as much time as necessary to explain and advise on what can be complicated for the layman to understand!

3 de junio de 2023
Opinión espontánea
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Respuesta de 7IM

Thank you for such a wonderful review! We are so glad to hear you've had such a great experience.

Valorada con 5 estrellas sobre 5

Happy days!

Great Service with a very attentive team.
A very smooth journey from introduction to investing.
If everything continues at this level of professionalism I will be a very happy man.

3 de junio de 2023
Opinión espontánea
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Respuesta de 7IM

Thanks for sharing! Great to hear about your experience so far.

Valorada con 5 estrellas sobre 5

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.

9 de marzo de 2023
Opinión espontánea
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Respuesta de 7IM

Thanks James, great to hear

Valorada con 5 estrellas sobre 5

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.

26 de mayo de 2023
Opinión espontánea
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Respuesta de 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.

Valorada con 5 estrellas sobre 5

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.

25 de mayo de 2023
Opinión espontánea
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Respuesta de 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.

Valorada con 5 estrellas sobre 5

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!

22 de mayo de 2023
Opinión espontánea
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Respuesta de 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.

Valorada con 5 estrellas sobre 5

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.

20 de mayo de 2023
Opinión espontánea
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Respuesta de 7IM

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

Valorada con 5 estrellas sobre 5

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.

18 de mayo de 2023
Opinión espontánea
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Respuesta de 7IM

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

Valorada con 5 estrellas sobre 5

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.

17 de marzo de 2023
Opinión espontánea
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Respuesta de 7IM

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

Valorada con 5 estrellas sobre 5

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.

10 de marzo de 2023
Opinión espontánea
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Respuesta de 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.

Valorada con 1 estrellas sobre 5

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

10 de enero de 2023
Opinión espontánea
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Respuesta de 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

Valorada con 2 estrellas sobre 5

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.

29 de marzo de 2022
Opinión espontánea
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Respuesta de 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

Valorada con 1 estrellas sobre 5

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.

4 de marzo de 2021
Opinión espontánea
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Respuesta de 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

Valorada con 1 estrellas sobre 5

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.

11 de octubre de 2020
Opinión espontánea
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Respuesta de 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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