Supporting the Sandwich Generation

Those individuals in their 40s, 50s & 60s who are bringing up their own children while also providing care for their parents.

Read More

Entrepreneurs Club

Review the Business Owners' Advisory Service guide of how to survive and then thrive during these uncertain times.

View Entrepreneurs Club

Covid-19 SeventySeven wealth care helpline

Hayden from the advisory team is heading up the helpline, and he can be reached between the hours of 10am and 3pm Monday to Friday. Please feel free to pass his details on to anyone who you feel that this may benefit.

01892 337

Latest Advice

We encourage you to sign up to our E-Briefing Service for the latest updates.

Sign up to E-Briefings

Coronavirus Update

For the latest 'market context' updates click the link below.

Coronavirus Update

Wealth Management Experts

Contact Us: 01892 770 077

Relaxed Environment

SeventySeven Wealth Management Ltd

Contact Us: 01892 770 077

Industry Knowledge

SeventySeven Wealth Management Ltd

Contact Us: 01892 770 077

Business as usual... but it’s happening in a slightly different way. All meetings will now be held via telephone or video call.

To contact us please call us between 10:00am - 3:00pm Monday - Friday on 01892 770 077 or head to the Contact page to send us a message and we will get back to you shortly.

Nothing is as we know it, we are however now all abundantly aware of Ralph Waldo Emerson quote... "The very first wealth, is health!" and we wish you the very best of it. We are however able to help with the next concern on the list which is wealth… following a large number of calls asking for help advice and guidance we have set up the Covid-19 SeventySeven wealth care helpline.

Free to use to our broader community of clients, their families and our sponsored golf, bowls and rugby clubs. It is designed to give you an overview of the various government support that may be available to you, whether that is on a personal or a business note.

Hayden from the advisory team is heading this up, and he can be reached on the links below between the hours of 10am and 3pm Monday to Friday. Please feel free to pass his details on to anyone who you feel that this may benefit.

01892 337 507Email Hayden

E-Briefing Service

We recommend signing up to our E-Briefing Service.

Sign Up!

Latest News

Read our current advice on our approach to Coronavirus.

Read Now!

Wealth Helpline

Contact our Covid-19 wealth care helpline.

01892 337 507

Coronavirus Update

Get the latest 'market context' updates on the Coronavirus.

Read Now!

Get to Know SeventySeven

CEO, Paul Luetchford & Chairman, David Summers introduce you to how things work at
SeventySeven Wealth Management.

Sign up to our E-Briefing

The E-Briefing Service delivers investment, retirement, protection, and business insights directly to your inbox.

Sign Up!

2020 Seminars

SeventySeven Wealth Management host compelling and informative seminars held at fantastic venues.

2020 Seminars

Join the Entrepreneurs Club

Running your own business can be challenging and it’s not always easy to identify the route to success.

Join Now!

SeventySeven Wealth Management Ltd provides extensive knowledge of the financial market for those aiming to enhance their existing wealth, or seeking advice on managing newly found wealth to build security for both themselves and their families. Our expertise provides the cornerstones for successful investment planning.

Driven by our desire to strengthen the foundations of financial stability for our clients, we plan and implement effective and efficient solutions to create wealth and financial security for this generation and the next.

Recent & Upcoming Events

At SeventySeven Wealth Management we like to show our appreciation to existing clients by indulging you in exceptional VIP events and seminars.
You are welcome to bring friends/guests and we’ll do the rest.

View our services below or get in touch with SeventySeven Wealth Management.

Wealth Management
At SeventySeven Wealth Management Ltd, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best wealth management service is provided through personal, face-to-face advice.

Learn More
Protection Planning
There are many things to consider when looking to protect your family and your home. Inheritance tax and capital gains tax planning, illness and loss of income (among others) need to be considered in an effective protection planning strategy.

Learn More
Managing Your Cash
We understand that holding adequate cash reserves is important and offers reassurance for meeting those unexpected expenses. Whether you are simply looking to hold some cash for a ‘rainy day’, need a temporary home for a much larger sum or need a simple solution to help maximise the interest rate you receive, we can access an appropriate solution.

Learn More
Investment Planning
We understand that maximising the return on your investment in today’s financial market is of paramount importance. Therefore our knowledge of the most suitable investments and expertise within this field can guide you towards making realistic and measured decisions that could potentially lead to medium to long term investment success.

Learn More
Retirement Planning
Wealth management is about taking care of all your financial needs together with those of your family; but the reality is that very few of us manage our finances as best we might. This is hardly surprising – the financial world is complex and fast-changing, with a myriad of choices available.

Learn More
School Fees Planning
Investing and Planning for school fees is a priority for many parents who want to offer their children a choice of opportunities for a great education. Let us help you create a structure for funding your investment in your children's future, helping to give you the peace of mind you need.

Learn More
Inheritance Tax Planning
Without advice and careful financial planning, HM Revenue and Customs can become the single largest beneficiary of your estate following your death. The introduction of the residence nil rate band in the 2017/18 tax year may have served only to confuse people further.

Learn More
Intergenerational Planning
More than ever, as we all live longer, there is a need to be able to share collective wealth with the other generations of our family while we’re still around. This is the essence of ‘intergenerational wealth management’. Assessing suitable estate protection lies at the heart of what we do at SeventySeven Wealth Management.

Learn More
Care in Later Life
We recognise that in later life caring for your family and loved ones is very important. Organising your finances for your immediate family is usually something which is put off for a later date. We can help you prepare for the uncertainty of managing the finances of your previous generation of relatives so it doesn't come as a shock.

Learn More

St. James's Place Insights

St. James's Place Wealth Management provide a wealth of insights to help you make informed
decisions about your wealth management.

To view these insights please click the link below.

SJP Insights