Building A Bridge To Your Future

Seven Bridges IM do things differently. They're not your normal Investment Management company.

Too often you will find that the person you are talking to is actually going to offer you a solution or package which has really come from another firm. They may have a partnership with a much bigger company or perhaps they are a subsidiary, but the big problem with this is that you will get the same sort of advice as hundreds of other Investment Management companies. Seen one…. you’ve seen them all.

Seven Bridges prides themselves on being totally, 100%, independent. Whatever advice is provided for you, it will be one-off, tailored completely to your requirements. They don’t do off – the – shelf.

“Every client is different; therefore advice must be tailored for each individual client,” said Managing Director and company founder, Ryan Parker. “It doesn’t matter whether we are dealing with a single individual or a large company, everyone always has different circumstances that require different advice.”

Seven Bridges IM place customer service at the top of their list. You will find that once your investment, retirement, protection or tax planning needs have been put into place, you will receive a regular update. With a lot of firms, this rarely happens. Some firms might give you a call or send a letter after a couple of years, but the guys at Seven Bridges IM will continually monitor your financial investments and keep you up to date, providing you with regular updates inline with your agreed review proposition.

“The financial world never stands still,” added Ryan. “Financial markets keep changing, the Government invariably reveals new plans in every Budget, and the performance of various companies can affect stocks and shares, all of which can have a knock-on effect for the financial investments of our clients. Consequently, it’s important that we always keep a very close eye on what’s happening. We always want to ensure that our clients are kept up to date and informed of changes that may affect their investments moving forward. Similarly, our client’s attitude towards their investment or retirement capital may well change over time and we must ensure that we maintain contact in order to manage client expectations.”

“Finance is a black hole for many people. Often, individuals know they should plan for the future, or a company may be aware of their need to meet their legal financial requirements, but they have very little idea how to go about it. That’s where we come in.”

So, what happens when you contact Seven Bridges IM? First of all, get in touch to arrange a meeting. You can discuss a few basic details over the phone or via email to allow the guys at Seven Bridges IM to do their homework, and then put a date in the diary for a meeting. This will be a free personal financial review or, in the case of a company, a full study of what the company does and what it needs. The meeting will be held at a time and place to suit you. Usually a review will start with a very broad description of your concerns and aspirations, before progressing to a thorough financial review.

At this point, Seven Bridges IM put wheels into motion. The team will carefully analyse your financial situation and what you are hoping to achieve. They will then provide you with a fully detailed financial report. This will be discussed face to face in a followup meeting. It is at this point where you need to make some decisions. Seven Bridges IM may well offer a variety of recommendations. These will be explained in simple, clear language and a strategy will be agreed upon. This can vary according to what sort of financial commitment you want to make and what sort of timescale you’re looking at.

“Most people will have had it drummed into them that they need to plan for the future…but often they don’t,” said Ryan. “Succession Planning is particularly important because, sadly, we never know what’s going to happen and when. It’s also surprising that many people and companies frequently don’t know how much they are worth or forget many assets that they have built up over time. It is the collation of this information that our review will discover to, in effect, put a safety net into place.” Go on; let Seven Bridges IM build a bridge to your future.