Seventy Seven Wealth Management was formed from the passion of Paul Luetchford, James Luetchford and David Summers, formerly Advisers of Burfields House Wealth Management Ltd and Jamie Dixon who has an incredible track record for business growth and delivering business excellence.
The partnership with St. James's Place Wealth Management continues to evolve. As a Senior Partner Practice of St. James’s Place Wealth Management, SeventySeven Wealth Management are able to offer clients some of the best products in the market, which are always evolving. Adele Abbott, also formerly of Burfields House Wealth Management Ltd., leads the dedicated administration team who are passionate about every step of the client’s journey.
In today's ever changing world, providing the most personal care to our clients has never been so important. In our experience, we have learned that one of life’s old challenges for people is still 'making money'.
However, in today’s complex and fast changing world, things have moved on and it’s just as much about ‘keeping hold of it’. This is why, as Wealth Managers, we know it is important to create a robust financial plan to help you build and preserve your long-term prosperity. We provide a full range of solutions from the complexities of investment strategy, estate planning and Inheritance Tax mitigation to retirement planning and general tax planning. Furthermore, over the years we have forged close links with other professional establishments including highly respected accountancy practices, law firms and stockbrokers, giving our clients a depth of resource and expertise.
This range of experience will enable us to work closely with you to develop effective strategies to help you not only grow your wealth but, just as importantly, keep it. SeventySeven Wealth Management Ltd is a unique business placed in the heart of the South East, designed to provide existing and prospective St. James's Place clients the ultimate experience for their needs.
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.