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.

Vulnerable Clients

Supporting you when you need it

We understand that life is unpredictable and that your circumstances can always change. If you're facing challenges or have additional needs, we're here to support you with care, respect, and understanding.

We’re committed to making managing your investments as smooth and reassuring as possible.

Whether you're dealing with a major life event, managing a health condition, or simply need a little extra help, our team is on hand to listen and respond with empathy. We’ll work with you to find the best way forward.

Delivering exceptional service is at the heart of how we run our business, and that means being there for you—especially when it matters most. Reach out to us to get started and let us know how we can adapt our services to meet your needs.

Some of the ways we can assist

Focus
Visual impairments
We can provide large print copies of documents on request and our website is optimised to work with text to speech readers.
Sign Post
Changing life events
We’re here to support you through differing stages of life – whether that’s retirement, separation, or a change in health.
Thinking
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.
Lifesaver
How can we best support your needs?

The wellbeing of our customers 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.

The 7IM bereavement process

If you’ve recently lost a loved one, we’re deeply sorry for your loss. For recently bereaved customers and their families, you can find our full support from our bereavement process below.

Discover how we support clients through life changes, health needs and accessibility requirements, offering compassionate, personalised help when it matters most.

Bereavement Process

Fraud prevention

Providing our clients with the information they need to protect themselves from becoming a victim of fraud.

Fraud Appetiser

Consumer Duty Alliance

7IM is a signatory to the Consumer Duty Alliance, reinforcing our commitment to delivering good outcomes for clients. Through the Alliance, we support the work of the Financial Vulnerability Taskforce (FVT), which promotes good practice to help firms better understand and support clients who may need additional care or support at different times.

Learn more about the Financial Vulnerability Taskforce and what this means for you.

Consumer Duty Alliance
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