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Financial Intermediary Seven Investment Management

    https://www.7im.co.uk/financial-intermediary
    Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority, the Jersey Financial Services Commission and the Guernsey Financial Services Commission. Member of the London Stock Exchange. Registered office: 55 Bishopsgate, London EC2N 3AS. Registered in England and Wales No. OC378740.

The 7IM Wrap Platform - Logon to Seven Investment Management

    https://platform.7im.co.uk/Home/Logon?ReturnUrl=%2f
    Welcome to The 7IM Platform Your Investment Administrator. Please enter your Username, the 2 requested ... Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority, the Jersey Financial Services Commission and the Guernsey Financial Services Commission. Member of the London Stock Exchange. Registered office ...

Seven Investment Management 7IM

    https://www.7im.co.uk/
    We set up 7IM because we couldn't find an investment management service we'd be happy to use for ourselves and our families. ... I confirm that I am a Financial Adviser, Solicitor or Accountant and authorised to conduct investment business. ... ACCEPT. BACK TO HOME. Login. Private Client To access the 7IM Client Portal. LOG IN. Financial ...

Welcome - 7IM

    https://clients.7im.co.uk/Home/Logon?ReturnUrl=%2f
    We have made some changes to our login process, please read our user guide for more information.

7IM - FTAdviser

    https://www.ftadviser.com/7im/
    FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues shaping the industry

FTAdviser

    https://www.ftadviser.com/login
    FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues shaping the industry

PLATFORM SERVICE TERMS AND CONDITIONS - 7IM

    https://platform.7im.co.uk/Documents/Terms%20and%20Conditions%20-%20Clients.pdf
    With regard to the role of your Financial Adviser in the 7IM Platform Service: 2.3.1 the 7IM Platform Service is available only to those clients who have appointed a Financial Adviser; 2.3.2 you confirm and undertake to us that your Financial Adviser has your authority to give instructions to us on your behalf regarding the 7IM

Novia Financial - Login

    https://portal.novia-financial.co.uk/
    Novia Financial plc is a limited company registered in England & Wales. Register Number: 06467886. Novia Financial plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600. We are not responsible for the content of third party websites. Phone lines are open 8.30am to 5pm Monday to Friday excluding bank holidays.

The latest 7im news for financial ... - Professional Adviser

    https://www.professionaladviser.com/tag/7im/
    The latest 7im articles from Professional Adviser - Page 1. Home . Investment. Multi-asset ... Traveling across the UK to provide valuable market insights for Senior Financial Advisers. Date: 11 ...

7IM Adviser (@7IM_Updates) Twitter

    https://twitter.com/7IM_Updates
    The latest Tweets from 7IM Adviser (@7IM_Updates). We’re an investment management business that helps advisers manage their clients’ capital to meet their financial needs …Followers: 4.2K

Onshore Bond 7IM - Resources Sanlam

    https://www.sanlam.co.uk/financial-advisers/resources/onshore-bond/7im
    Sanlam resources: onshore bond 7IM. If you are a financial adviser looking for industry resources, we provide what you need. Read complete information here.

Financial Advisers FE fundinfo

    https://www.fe-fundinfo.com/en-gb/channels/financial-advisers/
    The UK’s fastest growing DFM on platform now available on 7IM. Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.

Adviser Platforms - CompareThePlatform

    https://comparetheplatform.com/adviser-platforms/
    Comparetheplatform.com is a price comparison website. We offer free, independent and impartial guidance to help you make informed decisions about which investment platform to use. We do not offer financial advice, and if you are not sure about how to invest your money, we recommend you seek a financial adviser.

7IM - Investment Team Fund manager factsheet 7IM ...

    https://www2.trustnet.com/managers/factsheet/7im---investment-team/utoeic/U/MC4223935/
    Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, consistently under-performed the peer group. There is not sufficient data to say whether good stock picking has had any real effect on results, which have not been ...

7IM - Investment Team Fund manager factsheet 7IM ...

    https://www2.trustnet.com/managers/factsheet/7im--investment-team/ima-utoeic/O/MC4223935/
    Led by Martyn Surguy, the Chief Investment Officer, the 18 strong 7IM Investment Team have a wealth of investment knowledge and a range of experience. ... Login; PLEASE TELL US A ... I am a financial adviser. I am a discretionary fund manager / multimanager. I am a financial paraplanner.

7IM appoints Chief Client Officer Wealth Adviser

    https://www.wealthadviser.co/2019/08/28/278248/7im-appoints-chief-client-officer
    Reporting in to 7IM’s CEO, Dean Proctor, Phillips will assume responsibility for the firm’s marketing, proposition and digital and client experience. Phillips brings a wealth of financial services experience, joining from Lloyds Bank plc where he was Personal Current Account Products Director.

FE Trustnet - Unit trusts & OEIC’s Investment trusts ...

    https://www.trustnet.com/
    FE Trustnet, Free daily updated analysis and price / performance data on all UK Unit Trusts, OEICs, Investment Trusts, Pension, Insurance Bond and Offshore Funds, Structured Products, ETFs and VCTs

7IM Dynamic Planner Portfolio change details Old Mutual ...

    https://www.oldmutualwealth.co.uk/Adviser/investment-and-funds/fund-information/portfolio-building/fund-news/Mergers/seven-investment-management-llp/7im-dynamic-planner-portfolio-change-details/
    7IM Dynamic Planner Portfolio change details 1. Fund details Companies impacted Old Mutual Wealth Limited Old Mutual Wealth Life & Pensions Limited Old Mutual Wealth Limited Old Mutual Wealth Lif… By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have disabled them.

Platform nucleus financial

    https://nucleusfinancial.com/platform
    One platform, one vision, leading technology. The Nucleus wrap allows you to combine, or wrap, all of your clients’ investments into a single, manageable online account through a modern, service orientated, open architecture platform. This gives you the freedom to create financial plans to suit each and every client quickly and efficiently.

Login to secure services - aviva-for-advisers.co.uk

    https://www.aviva-for-advisers.co.uk/adviser/MyAccount/login
    Unipass login - registered users. One click login with a Unipass digital certificate. Unipass login. Login - registered users. Online account number. Online account number. Your OAN is a 10 digit number. Forgotten your online account number? Call 0800 056 4607. ... For Adviser use only. This information has not been approved for use with customers.

Home - Transact

    https://www.transact-online.co.uk/
    TRANSACT – A SPECIALIST PLATFORM PROVIDER For clients and their financial advisers. Transact is an award-winning investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional service for a modern, efficient way to …

7IM Dynamic Planner Portfolio

    https://www.oldmutualwealth.co.uk/Adviser/investment-and-funds/fund-information/portfolio-building/fund-news/Mergers/seven-investment-management-llp/
    THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY. The content of this site is approved for use by financial advisers only. It hasn't been approved for customers to view. If you are NOT a financial adviser, please click here to return to Old Mutual Wealth's homepage.

Adviser Home - Utmost Wealth Solutions

    https://utmostwealth.com/adviser/
    Investing with Utmost wealth solutions As your client’s financial goals change throughout their lifetime, you’re expected to make the most of their investments along the way. That’s where we come in. Through Utmost you can help your clients invest from established, tax-efficient jurisdictions of the Isle of Man and Dublin, Ireland. So whether they want …

Utmost Limited Online - Log On

    https://secure.utmostwealth.com/Login
    Your nominated advisers, such as your Independent Financial Adviser. If you are resident in the UK, HMRC when required by UK taxation law or regulation. In order to fulfil our legitimate contractual obligations to you, we may also from time to time be required to …

Vanguard LifeStrategy and 7IM AAP top list ... - FE Trustnet

    https://www.trustnet.com/news/723473/vanguard-lifestrategy-and-7im-aap-top-list-of-advisers-most-researched-risk-targeted-funds/
    Vanguard LifeStrategy and 7IM AAP top list of advisers’ most researched risk-targeted funds. 31 March 2017. When finding out which risk-targeted funds have been most viewed by advisers using FE ...Author: Gary Jackson

Nucleus The adviser-built wrap platform nucleus financial

    https://nucleusfinancial.com/
    Jun 30, 2019 · Nucleus is an award winning online wrap platform, launched in 2006 by a group of seven financial adviser firms who set out to create a platform with a difference. We created a new model, putting the adviser and client at the heart of the process, focusing on a client-aligned approach rather than a product-led one, to develop a platform that was ...

Home Page - Clever Adviser

    https://www.cleveradviser.com/
    Clever Adviser have made the implementation of a large number of personalised client portfolios effective and manageable and, above all else, they have demonstrated consistent returns through the peaks and troughs of market uncertainty. Our clients have been happy to trust their financial futures to a tried and tested wealth management tool.

7IM Onshore Bond Sanlam

    https://www.sanlam.co.uk/7im-onshore-bond
    Welcome to the resource centre for those accessing the Sanlam Onshore Bond via the 7IM platform. Here you will be able to find all the information and documents …

Adviser Home Adviser Octopus Investments

    https://octopusinvestments.com/adviser/
    This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority. If this is you, you’re welcome to come in and have a look around. If you’re a private investor, this part of the site is definitely not for you. Please make your way to the investor section instead. Thank you.

Login Online services Athora Ireland

    https://onlineservices.ie.athora.com/Membership/Adviser/Login
    Athora Ireland plc, registered office: 2nd Floor IFSC House, Custom House Quay, Dublin, D01 R2P9, Ireland. Registered in Ireland (No.346275). Authorised by the Central Bank of Ireland and subject to limited regulation by the Financial Conduct Authority.

LV Adviser Login

    https://www.lv.com/lifeprocessors/adviser/launchlogin
    What's unipass? Unipass stores your identity as a digital certificate on your computer allowing single sign on to a number of sites including ours.

Log in Advisers & Wealth Managers Legal & General

    https://www.legalandgeneral.com/adviser/log-in/
    This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or …

Client Login Beaufort Investment

    https://beaufortinvestment.co.uk/consumers/client-login/
    Client Login. Please click on the relevant platform logo below to login to your investment information. If you do not have your login details, please contact your financial adviser. Login here. Login here. Login here. Login here. Login here. Contact. 0345 241 5376. [email protected] . Location. Kingsgate High Street

Adviserzone from Standard Life - Support for Financial ...

    https://www.adviserzone.com/adviser/public/adviserzone/home
    Mar 01, 2019 · Login and find out more about how Standard Life can support you. ... by AKG for the financial strength of our Wrap platform. Standard Life's Wrap and Elevate platforms are the only UK adviser platforms* awarded both an AKG A rating for financial strength and a 5 star rating for service.

DISCUS New, transformative decumulation service from 7IM ...

    http://discus.org.uk/transformative-new-decumulation-service-7im/
    Mar 06, 2018 · The 7IM Retirement Planning Service is a service-led solution that I believe will radically transform the adviser/client engagement process. It is designed for financial advisers to streamline the complex financial planning required to support the needs of clients seeking to drawdown income – helping them develop their service offering.

Award-Winning Financial Wrap Platform Ascentric

    https://www.ascentric.co.uk/
    We offer unrivalled access to a range of investments, and we're members of the London Stock Exchange. Our in-house stockbroking service gives us greater control over the execution process, so you get better deals for your clients.. Our simple, all inclusive platform charge gives you and your clients access to whatever investment they need, whenever they need it.

Home - DP Pensions Ltd

    https://www.dapco.co.uk/
    Welcome to our website With over 30 years experience, we are the SIPP and SSAS specialists offering pensions with wide investment opportunities for those who seek flexibility and control in their retirement planning. Where do you want go? About us – for information about us and our people. SIPP – for information about our SIPPs. You …

Client Login Financial Advice Glasgow Kelvin FP

    http://www.kelvinfp.com/client-login/
    Client Login. Client Log – In : ... In : Kelvin Financial Planning Seven Investment Management (7IM) Platform Portal > At Kelvin Financial Planning we are striving to provide our clients with a high quality of on-going service. We have therefore provided 2 valuation systems. ... My adviser at Kelvin Financial Planning assisted me with an ...

Login - Wren Sterling Financial Adviser Services

    https://www.wrensterling.com/login/
    Wren Sterling helps you navigate life’s financial journey. We listen to your hopes and aspirations, we work to understand your current circumstances and any concerns that you may have, and we work with you to establish your priorities.

Transact

    https://user.transact-online.co.uk/
    We are currently unable to accept instructions from you because your IP address suggests that you have logged into this website from within .. If you are not logged in from within or wish to discuss this issue further, please contact our Client Services Team on +44 (0)20 7608 4900 or speak to your financial adviser, as appropriate.

CashCalc Cashflow Modelling and Financial Planning Tools ...

    https://cashcalc.co.uk/
    The financial planning toolkit used by thousands. CashCalc is available wherever you have an internet connection, even on your mobile or tablet. Create cashflow plans in the office, or give a live demonstration on a tablet in a client's home. Learn more about the tools

Royal London for advisers Pensions Protection ...

    https://adviser.royallondon.com/
    This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.. The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

7IM launches consumer cashflow modelling App - Adviser ...

    https://adviserbusinessreview.com/7im-launches-client-cashflow-modelling-app/
    7IM launches consumer cashflow modelling App. ABR editor Rob Kingsbury reports on the MyFuture App launched by 7IM as a marketing tool for advisers. Seven Investment Management (7IM) has launched a free to download App for consumers, with the intention that advisers use it as a marketing tool for their financial planning services.

Meet The Team Watson Moore IFA

    https://www.watsonmooreifa.com/about/meet-the-team/
    7IM Client Login; PFP Client Login; Home >> About Us >> Meet The Team. MEET THE TEAM. Sign up for our free monthly investment update. SIGN ME UP. Chris Moore. Director & Independent Financial Adviser. Jon Watson. Director & Independent Financial Adviser. Alex Smith. Chartered Financial Planner. Rebecca Welthy. Independent Financial Adviser ...

DISCUS Recent developments at 7IM Discretionary ...

    http://discus.org.uk/recent-developments-7im/
    May 23, 2018 · Over the past few months you may have seen a number of corporate stories published by 7IM. What impact do recent developments at 7IM has on advisers? We caught up with Verona Smith, Head of Platform, to DISCUSs the recent changes and what they mean for advisers.

How to invest Rathbone Funds

    https://www.rathbonefunds.com/international/financial-adviser/how-invest
    To invest in our SICAV fund range, contact our dealing and valuations line on +352 40 46 46 766 between 9.00am and 5.00pm Central European Time (CET) on any business day, or you can invest by post. The application form is available below If you have any questions or require further information to support your investment decisions please contact us.