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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.

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Relaxed Environment

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Business as unusual… but it is happening in a slightly different way. We are continuing to hold meetings via telephone or video call for the time being.

We are pleased to confirm we have completed our Risk Assessment and with some extra safety procedures in place to protect our team we have reopened the SeventySeven offices to the team as of 6th July. Our phoneline is now back to normal hours too – 9am – 5pm Monday to Friday.

Many thanks to Hayden from the Advisory Team who kindly manned our special Covid19 SeventySeven wealth care helpline throughout lockdown. This was set up following a large number of clients asking for guidance on money matters during this time. If you want to speak to Hayden he can be contacted on the normal office number 01892 770077.

We look forward to welcoming you back to the office very soon. In the meantime please contact us as usual on:

01892 770077  Updated Rules

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Get to Know SeventySeven

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

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2020 Seminars

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

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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.

News & Events

At SeventySeven Wealth Management we like to keep you abreast of the latest news and events.
If you would like more information about our latest updates below please get in touch with us. We look forward to hearing from you.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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