We can help you get on the right track, whether that means reviewing your existing investment strategy or starting from scratch with you.
Looking to invest or want a review of your strategy?
The content in this website is for information only and should not be taken as advice. Furthermore, this page may not disclose all of the risks associated with the products we recommend to you, so to find out more, get in touch with us.
Start investing with 7FP
If you're new to investing, getting started can feel quite daunting.
We can help you get started with investing. Our initial discussions focus on your attitude to risk, your capacity for loss, and what your goals are when it comes to your investments. From there, we can put together an investment strategy which we will manage for you on an ongoing basis, completely tailored to your financial situation.
Review your strategy
If you're already investing, we can review your strategy to make sure you're on the right track.
Our initial consultations are free of charge, and we use this time to work out your current financial situation. We get to know you, your current investments and your long-term financial goals. We then assess your situation and produce a plan which will help you to get the most out of your current investments, as well as ongoing management of your portfolio and regular reviews.
Get financial advice from the comfort of your own home! Start the process by getting in touch and then filling in our online questionnaire. We review your information, analyse your plans and discuss with you your financial plan.
Alternatively come and meet us at one of our offices or a convenient meeting spot. We will complete a factfind with you, analyse your plans and present to you your financial plan.
I needed to put my house in order. Aimee set up a protection policy for me and gave me advice on the best options to suit my circumstances. In my case, the advice and product was exactly what I needed.
Thanks for your help Aimee, glad everything is in place and I am reassured I have the right policy.
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Get in touch
We can have a discussion with you on the phone, through email, online or in person - whatever suits your personal preferences. Just get in touch with us and we can book in your meeting.