SE7EN

SE7EN KEY POINTS

  1. It’s more than just wealth management.
  2. Navigating an increasingly complex economic landscape is challenging and time consuming.
  3. SE7EN blends decades of professional insight, expert knowledge, and cutting edge digital engagement, to create a unique client experience.
  4. SE7EN offers systematic, evidence based, wealth management.
  5. A hub for trusted professional financial advice and other critical services.
  6. Membership is by invitation only.
  7. Helping create your future, together.

TODAY: SE7EN LECTURE SERIES

Lecture 1: Our Terms and how we work with our clients

 

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Lecture 2: Our investment proposition and how we help clients manage money.

 

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OTHER ONLINE ‘STUFF’

Notes

  1. Digital engagement
  2. Office ’Anywhere’
  3. 24 hour availability
  4. ‘Clientcentric’ Support Platform
  5. Increased speed, efficiency, and accuracy.
  6. Convenient, cost effective, easy.
  7. More FUN

SE7EN
‘IN A NUTSHELL’

Live, Love, and Prosper…

The SE7EN Group Ltd is authorised and regulated by the Financial Services Authority. SE7EN is a trading style of The SE7EN Group Ltd, and Creighton Ward Wealth Ltd. It’s so much easier just to say ‘SE7EN”. It keeps things simple.

We are authorised to offer advice on strategic financial planning to retail clients. That’s everyday people who are not necessarily investment and finance professionals. To do all this we are regulated directly by the Financial Conduct Authority (FCA), and our Financial Registration Number is 959221.

While we’re on the subject, the SE7EN Group Ltd is registered in the United Kingom, and our company number is 11812418. Our Registered Office is at Sidings House Sidings Court Lakeside Doncaster South Yorkshire DN4 5NU. I don’t actually live in Yorkshire though, but that’s where our accountant is based.

This website is designed to inform, educate, and entertain, but most certainly does not constitute advice. That said, we should also point out that, no matter what anyone tells you, investment performance cannot be guaranteed, while past events shape the future we can’t predict it, and the value of assets can go down as well as up.

That went on a bit, didn’t it!? I’m not sure anyone actually reads this, but we’re obliged to pop it in, and well done you if you’ve made it all the way to the end.