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September Business Bulletin

As a business owner, you will no doubt have heard the expression ‘cash is king’
but what does this really mean and how much is enough?



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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.

Face coverings will be required when in the communal areas. Meeting rooms will be sanitised after use. If you do not have a face covering then we can supply you with a disposable mask.

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

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Welcome to
SeventySeven Wealth Management

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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COVID 19 Information

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. Full guidelines are detailed in the link below.

Covid Safe Client Meetings
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