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Sam Cole Email & Phone Number
Head of Platform Business Development
at
7IM
1 work email found
@7im.co.uk
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Platform Business Development
Location
Lightwater, England, United Kingdom
Company size
Who is Sam Cole? Overview
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Quick answer
Sam Cole is listed as Head of Platform Business Development at 7IM, a company with 396 employees, based in Lightwater, England, United Kingdom. AeroLeads shows a work email signal at 7im.co.uk and a matched LinkedIn profile for Sam Cole.
Sam Cole previously worked as Senior Platform Relationship Manager at 7Im and Platform Relationship Manager at Seven Investment Management Llp. Sam Cole holds Diploma In Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
Company email context
Email format at 7IM
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{first}.{last}@7im.co.uk
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AeroLeads found 1 current-domain work email signal for Sam Cole. Compare company email patterns before reaching out.
Profile bio
About Sam Cole
I am an experienced platform specialist and have worked in the intermediary marketplace for 25 years on both sides of the fence, firstly as an IFA, then at three different wrap platforms - Transact, Elevate, and 7IM - doing sales, implementation, training, proposition, content writing, and service to advisers.I love this industry and have a great deal of respect for the financial planners, wealth managers and paraplanners who work in it and who really do have their clients' best interests at heart.I am trying to play my part in helping the industry flourish and grow (using wrap platforms of course!) and become the respected profession that it deserves, and needs, to be.Specialties: Wrap platforms. Investment. Business consultancy. Training. Relationship management.
Listed skills include Pensions, Investments, Strategic Financial Planning, Financial Advisory, and 14 others.
Current workplace
Sam Cole's current company
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7Im
9 roles
Sam Cole work experience
A career timeline built from the work history available for this profile.
Senior Platform Relationship Manager
CurrentA senior member of the 7IM Platform management team with a focus on on-boarding new IFA firms starting to use our platform. I'm also involved with strategy, communications, sales and development as well as working closely with our business development team.
Jan 2020 - Present
Platform Relationship Manager
Responsible for all the platform relationships that 7IM has with wealth management firms in the SW region, from Brighton to Cornwall, Oxford to Cardiff. I train new firms on using the 7IM platform as well as develop more efficient and in-depth business from existing users, often in conjunction with 7IM funds or 7IM's discretionary investment service.
Jan 2014 - Jan 2020
Platform Service Team Manager
Managing a team of 10 Platform Service Managers at 7IM.
Mar 2013 - Jan 2014
Platform Service Manager
The main point of contact for a panel of 7IM platform users. This involved training, answering queries, processing business, and generally providing the high levels of service that 7IM is known for.
Mar 2012 - Mar 2013
Business Development Manager
Axa Wealth
A field based business development role covering the greater London area reporting to the Regional Sales Manager. The role involves promotion, sale, & adoption of Axa Wealth’s investment products, predominantly:Elevate wrap platformArchitas multi-manager funds (active and passive)Other investment & pension productsA combination of switching on new accounts.
May 2010 - Feb 2012
Business Development Manager
A field based role covering London and the South East reporting to the Head of Sales. The role can be broken down into different aspects, including:New business generationIdentifying and contacting prospective new IFAsExplaining the IFA and investor benefits of using wrapHelping users through initial new business process Educating and training users on the.
Jan 2001 - May 2010
Head Of Adviser Support
Transact
A mainly office-based role responsible for a team of three Adviser Support Managers (ASMs), reporting to the Head of Sales. ASMs provide support and training to Transact users, taking responsibility for the ongoing development of users after the initial sales process. Both a client facing and team leader role, the responsibilities of which.
Feb 2004 - May 2007
Independent Financial Adviser
West London Brokers
A fully authorised and qualified IFA for small family firm in Redhill, Surrey.
Sep 1997 - Jan 2001
Team & coworkers
Colleagues at 7IM
Other employees you can reach at 7im.co.uk. View company contacts for 396 employees →
RP
Rosemary Purton
Colleague at 7Im
United Kingdom, United Kingdom
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CM
Craig Marren
Colleague at 7Im
Greater Edinburgh Area, United Kingdom
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HD
Hayley Downey
Colleague at 7Im
Sidcup, England, United Kingdom, United Kingdom
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RF
Ray Fairlie
Colleague at 7Im
United Kingdom, United Kingdom
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JC
Jonathon Crisp
Colleague at 7Im
United Kingdom, United Kingdom
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AS
Anna Stone
Colleague at 7Im
Edinburgh, Scotland, United Kingdom, United Kingdom
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RK
Ryan Kell
Colleague at 7Im
East Grinstead, England, United Kingdom, United Kingdom
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JL
Jessica Lawrence
Colleague at 7Im
London, England, United Kingdom, United Kingdom
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BC
Benjamin Cooper
Colleague at 7Im
London Area, United Kingdom, United Kingdom
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SL
Sunil Lakhani
Colleague at 7Im
Coulsdon, England, United Kingdom, United Kingdom
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Rosemary Purton
Colleague at 7Im
United Kingdom, United Kingdom
View →
CM
Craig Marren
Colleague at 7Im
Greater Edinburgh Area, United Kingdom
View →
HD
Hayley Downey
Colleague at 7Im
Sidcup, England, United Kingdom, United Kingdom
View →
RF
Ray Fairlie
Colleague at 7Im
United Kingdom, United Kingdom
View →
JC
Jonathon Crisp
Colleague at 7Im
United Kingdom, United Kingdom
View →
AS
Anna Stone
Colleague at 7Im
Edinburgh, Scotland, United Kingdom, United Kingdom
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RK
Ryan Kell
Colleague at 7Im
East Grinstead, England, United Kingdom, United Kingdom
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JL
Jessica Lawrence
Colleague at 7Im
London, England, United Kingdom, United Kingdom
View →
BC
Benjamin Cooper
Colleague at 7Im
London Area, United Kingdom, United Kingdom
View →
SL
Sunil Lakhani
Colleague at 7Im
Coulsdon, England, United Kingdom, United Kingdom
View →
3 education records
Sam Cole education
Diploma In Financial Planning, Financial Planning And Services
Ba, Economics
Education record
Reigate Grammar School
FAQ
Frequently asked questions about Sam Cole
Quick answers generated from the profile data available on this page.
What company does Sam Cole work for?
Sam Cole works for 7IM.
What is Sam Cole's role at 7IM?
Sam Cole is listed as Head of Platform Business Development at 7IM.
What is Sam Cole's email address?
AeroLeads has found 1 work email signal at @7im.co.uk for Sam Cole at 7IM.
Where is Sam Cole based?
Sam Cole is based in Lightwater, England, United Kingdom while working with 7IM.
What companies has Sam Cole worked for?
Sam Cole has worked for 7Im, Seven Investment Management Llp, Seven Investment Management, Seven Investment Management Llp (7Im), and Axa Wealth.
Who are Sam Cole's colleagues at 7IM?
Sam Cole's colleagues at 7IM include Rosemary Purton, Craig Marren, Hayley Downey, Ray Fairlie, and Jonathon Crisp.
How can I contact Sam Cole?
You can use AeroLeads to view verified contact signals for Sam Cole at 7IM, including work email, phone, and LinkedIn data when available.
What schools did Sam Cole attend?
Sam Cole holds Diploma In Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
What skills is Sam Cole known for?
Sam Cole is listed with skills including Pensions, Investments, Strategic Financial Planning, Financial Advisory, Asset Management, Business Development, Relationship Management, and Investment Strategies.
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