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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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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:
COVID Safe Client Meetings
We are operating to Government guidelines when clients request a face-to-face in-office meeting. Please be assured that we have carried out the appropriate Government Risk Assessment and are operating a socially-distancing office.
We are complying with all Government hygiene requirements which include visitors and advisors wearing face coverings during meetings and hand sanitiser being readily available. Meeting rooms will be sanitised after use. If you do not have a face covering then we can supply you with a disposable mask.
Unfortunately we are not able to provide refreshments, however you are more than welcome to bring your own bottle of water.
Before attending the office, please confirm that you have not been unwell with any COVID symptoms during the 14 days prior to your meeting.
For the wellbeing of our team and to reduce the spread of COVID, as soon as you enter our offices, your temperature will be taken. If your temperature reads 37.8 or above we will be unable to let you into our office.
Please arrive as close to your meeting time as possible so as to reduce the waiting time in our Reception area.
Thank you for your cooperation and understanding.
SeventySeven Wealth Management Team
Get to Know SeventySeven
CEO, Paul Luetchford & Chairman, David Summers introduce you to how things work at
SeventySeven Wealth Management.
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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.
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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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.
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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.
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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
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