7IM has delivered record net sales of £0.54bn in Q3, securing a top five position in the advised platform sector and marking a 79.4% uplift on Q3 2024. The business posted the third highest growth year on year for any platform in positive net sales.
The results come as 7IM’s multi-year, multi-million-pound investment programme into its proprietary platform and supporting technology continues to gather momentum. Major 2025 upgrades include automated transfers and a next-generation online reporting suite, both of which are already enhancing client experience.
Q3 also saw gross sales rise 13.26% year on year to £1bn, while AUM increased 21.8% to £18.98bn. The firm’s 53.8% advised net-to-gross ratio – a key measure of asset retention – was more than double the 22.02% industry average.
Outflows fell for the second consecutive quarter, down 2.5%, compared with a 12.3% rise in outflows across the wider market. Strong retention reflects sustained adviser demand for 7IM’s Secure Lifetime Income solution amid economic uncertainty, and for its onshore bond proposition supporting IHT planning ahead of forthcoming changes to the tax treatment of inherited pension assets.
Market data reinforces these trends. ABI figures show annuity sales at a ten-year high, up 24% on 2023, while the lang cat’s latest Platform Market Scorecard highlights record onshore bond sales, rising more than 65% year on year.
Established in 2002, 7IM is a client-centric, technology-led wealth and investment manager, overseeing approximately £23bn of assets (as at 31 August 2025) on behalf of more than 2,500 financial advisory firms and 7,000 private wealth clients. The firm seeks to cement its position as one of the leading vertically integrated players in the wealth management industry.
Russell Lancaster, Managing Director, Platform, and Intermediary Partnerships said: “This year’s exceptional growth reflects the strength of our long-term investment in the platform and the trust our advice partners place in us. 2025 has been a landmark year, with some of our most significant enhancements already delivering clear benefits – automated transfers alone have reduced processing times by around 25%.”
“Despite a challenging economic and regulatory backdrop, we’ve kept our focus and continued listening to advisers and the issues shaping their businesses. Our proposition, and the service behind it, is built to adapt to the shifting landscape and to fully support them.”
“Looking ahead to 2026, we have more features, integrations and service improvements on the way, all designed to ensure our platform stands out for both capability and consistency.”
