

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.
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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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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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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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.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
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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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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.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
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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.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
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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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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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What our clients are saying about SeventySeven Wealth Management.
I am pleased with the performance of my investment and found Kevin’s client focused approach and the advice and guidance he provided of much value.
L.E. 2023I have been a client of 77 Wealth Management for several years and I have been very happy with the service they have provided. During this time they have always been very professional and considerate of my needs. When I lost my husband suddenly a few years ago, their advice and support were invaluable to me at such a difficult time.
Long Term Client 2023I met Emma a few months ago as I needed her help with pension decisions. Her advice was clear and comprehensive. She has helped me with consolidating some private pensions and has done it with such professionalism and a very human touch. I know I can contact her at any time and I consider her a great friend.
Mrs C Young 2023From the moment I walked through the doors of SeventySeven I felt more than a Client, I felt very lucky and special. The welcome I receive from all SeventySeven colleagues each time I visit is genuine and friendly. Colleagues spend time getting to know and understand me, so the advice and guidance I receive is not just financially prudent but tailored to my own very personal and individual needs.
Long Term Client 2022We invested with SeventySeven Wealth Management with the specific objective of making tax efficient provision for our successors. However, it is also gratifying to know that the active management of our investment has resulted in significantly better return than the benchmark for financial products and regular bank saving schemes.
David 2020St. James's Place provide a wealth of insights to help you make informed
decisions about your wealth management.
To view these insights please click the link
below.