An object lesson in how Financial Planners and Investment Managers should work together

Tom adn Justin from 7IM

Most people who know me, know that I and my financial planning firm have an excellent relationship with Seven Investment Management. We outsource the vast majority of our investment management to them, which enable us to concentrate on what we’re good at (financial planning) and let go of what we’re not (running money day-to-day). They look after nearly £60m of our clients’ money and they have done a superb job with it, through incredibly challenging times. We and our clients love they way they work; they remove the burden of investment management, allowing our clients to get on with living.

In this superb interview by Rob Kingsbury of the excellent T4B Magazine, Tom & Justin explain how they think investment management should be done, as distinct from the client relationship. It’s an important message, and worth 16 minutes of your time, or you could read the written precis. (The link takes you to a digital magazine, where you can click the link on p8 to play the video)

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