PRESS RELEASE // SEPTEMBER 2011
125 Old Broad Street
London EC2N 1AR
T 020 7760 8777
F 020 7760 8799
www.7im.co.uk
ASSURED CAREERS FOR A WINNING TEAM OF PLANNERS –
“NEVER HAVE SO FEW BEEN NEEDED BY SO MANY”
Job crisis? What job crisis?
For anybody wanting a career as a Professional Financial Planner it seems that there
has never been such a good time to be entering the profession. The demand for
qualified Planners and Advisers seems to be at an all time high.
With the effects of the Retail Distribution Review exam qualification requirements
forcing many out, there is going to be a distinct shortage of trained enthusiasts. Add to this the backdrop of
economic and financial worries, the demand for professional advice and planning has reached record levels.
How refreshing therefore, to highlight a team of talented professional planners in the making. The bright young
team from Manchester Metropolitan University (MMU) were the recent winners of the Institute of Financial Planning
(IFP) & Seven Investment Management (7IM) University Team Challenge Cup.
The competition pitted different teams against one another to put together a comprehensive financial plan for a
case study. Lucy Courtenay, Qualifications Director at the IFP, said: “We were so impressed by the quality of
preparation for their report and the written pack itself, together with their presentations”.
Justin Urquhart Stewart, Director of 7IM, who was also helping with the judging added: “This standard was really
encouraging and frankly raised the bar of the standard of client plans and proposals: very professional, clear and
understandable. What a credit to this growing and vital profession.”
The team: Sarah-Jane Davies, Tom Parker, Josh Guile and Carla Gardner have all secured new roles within
financial planning and are enthusiastic about getting started. Carla summed up her team’s joy on the day: “I am so
proud and pleased that we won. It was quite a challenge but will serve us all in good stead for the start of our
careers – just itching to get going now!”.
Trevor Williamson, Programme Leader for the BA(Hons) Financial Services, Planning & Management degree at
MMU said: “We are delighted to have won this cup again and especially pleased for our team who really
showcased their technical and communication skills in their presentation. I am just so pleased that we have been
able to launch them into what I believe will be very successful careers”
Nick Cann, CEO of the IFP, added: “As the profession develops, the need becomes greater to find and support
young people who wish to start a career in Financial Planning. Apart from the obvious need and opportunities, this
initiative helps the students develop the skills that are needed in the workplace. The new degree programme will
also ensure that there is a greater connection with Universities and the profession.”
- Ends For more information, please contact
Justin Urquhart Stewart, 7IM
Nick Cann, IFP
:
:
:
020 7760 8700 / 07866 427626 or [email protected]
0117 945 2470 or [email protected]
Seven Investment Management Limited is authorised and regulated by the Financial Services Authority. Member of the London Stock Exchange.
Registered office: 125 Old Broad Street, London. EC2N 1AR. Registered in England and Wales No. 4092911
PRESS RELEASE // SEPTEMBER 2011
125 Old Broad Street
London EC2N 1AR
T 020 7760 8777
F 020 7760 8799
www.7im.co.uk
A winning combination; from left, Josh Guile, Tom Parker, Nick Cann (IFP), Carla Gardner, Sarah-Jane Davies,
Trevor Williamson (MMU), Justin Urquhart Stewart (7IM)
From left: Nick Cann (IFP), Carla Gardner, Sarah-Jane Davies, Tom Parker, Josh Guile,
Justin Urquhart Stewart (7IM)
Seven Investment Management Limited is authorised and regulated by the Financial Services Authority. Member of the London Stock Exchange.
Registered office: 125 Old Broad Street, London. EC2N 1AR. Registered in England and Wales No. 4092911
PRESS RELEASE // SEPTEMBER 2011
125 Old Broad Street
London EC2N 1AR
T 020 7760 8777
F 020 7760 8799
www.7im.co.uk
Notes to Editors
About Seven Investment Management:
7IM provides investment services to professional wealth managers, planners and
advisers. As per the diagram, these include:
 Independent discretionary investment management with advice
 A range of multi-manager portfolios
 An investment and trading platform designed with complete open architecture for users
7IM went live in the first quarter of 2002 initially with its Discretionary Management service, and thereafter
introduced its range of Multi-Manager OEICs and Wrap Platform and has in excess of £1.6 billion of client assets
under its management and administration for professional planners, advisers and wealth managers.
The Discretionary Management structure innovated by 7IM operates on a single fee related to the portfolio value,
with no trading commissions or extra charges. The service is supported by investment experts for clients and their
advisers. The single fee incorporates all portfolios for a family in order to be more cost effective and provide better
value for investors and includes ISA charges.
7IM focuses on a discipline of ongoing asset allocation and having no in-house investment managers, preferring to
access independent institutional calibre investment managers from around the world.
The investment and trading platform has been designed and built by 7IM’s own in-house technology team led by its
Director and 7IM co-founder, Graham Stott. This has been designed to be completely open in its architecture,
providing open market choice for advisers selecting their own investments and tax wrappers.
7IM Milestones & Innovations:
 First Sterling On Line Wrap Account launched January 2002 with ongoing Asset Allocation on:
o Global Equities
o Global Fixed Interest
o Index-Linked
o Cash
 SIPP links established 2002
o James Hay/P&Y/SippCentre(AJ Bell)/Suffolk Life/Winterthur
 First White Label live January 2003
 7IM OEIC live January 2004
 Corporate SIPP launched February 2005
 7IM Platform live July 2005
 New 7IM Income Fund launched September 2005
 Hedge Funds introduced November 2005
 7IM achieves £1 billion under asset allocation January 2006
 Timber & Infrastructure introduced October 2006
 Ethical OEIC launched February 2007
 7IM wins Best Discretionary Platform Service Award and Best Intermediary Platform Service Levels Award at
the Adnitor Wrap Platform Awards, March 2007
 7IM announces links for exchange of data with Cofunds and with Funds Network, October 2007
 7IM announces own FSA authorization and new institutional investors, December 2007
 7IM joins the London Stock Exchange, January 2008
 7IM launches AAP (Asset Allocated Passives) funds March 2008
 7IM wins Best Investment Platform Proposition Award at the Adnitor Wrap Platform Awards 2008
 7IM wins the FT And Investors Chronicle Best Cautious Manager 2009, April 2009
Seven Investment Management Limited is authorised and regulated by the Financial Services Authority. Member of the London Stock Exchange.
Registered office: 125 Old Broad Street, London. EC2N 1AR. Registered in England and Wales No. 4092911
PRESS RELEASE // SEPTEMBER 2011
125 Old Broad Street
London EC2N 1AR
T 020 7760 8777
F 020 7760 8799
www.7im.co.uk
 7IM introduces first Professional Investor Fund (PIF) into 7IM Discretionary Service June 2009
 7IM Multi Asset Funds reach £1billlion, July 2009
 7IM wins Best Investment Management Platform at the UK Platform Awards, September 2009
 7IM was ‘Highly Commended’ in the Best Multi-Manager category at the Moneyfacts Awards, September 2009
 7IM achieves over £2 billion in funds under management and administration, October 2009
 July 2010 7IM wins 5 Star Service Award for the 7IM Platform from FT Advisor
 August 2010 7IM achieves 5 star Defaqto rating for the 7IM Platform
 7IM achieves over £3 billion in funds under management and administration, September 2010
 September 2010 7IM wins Best Multi Manager Award from Moneyfacts
 August 2011 7IM wins Fast 50 Investment Manager of the Year from New Europe magazine
 September 2011 7IM is recognized as one of the top 20 fastest growing companies in London
Website: www.7im.co.uk
Seven Investment Management Limited is authorised and regulated by the Financial Services Authority. Member of the London Stock Exchange.
Registered office: 125 Old Broad Street, London. EC2N 1AR. Registered in England and Wales No. 4092911