At SeventySeven Wealth Management we want to keep you well informed about our latest updates, to help you get to know us and our business a little better.
Eloise is on a mission to simplify personal finances and empower people to take control of their money...
Read ArticlePrior to lockdown we welcomed the opportunity to interview one of our long standing clients.
Watch VideoThe team at 77WM focus on Cash Flow Planning and forecasting your financial future...
Read ArticleA goal without a plan is simply a wish, Eloise has a few suggestions...
Read ArticleEloise, Hayden and Connor discuss the 3 ways to extract profit from your business...
Read ArticleHow to approach your bank for finance in uncertain times...
Read ArticleThere are significant potential tax savings for business owners wanting to take out life insurance...
Read ArticleWhere the main breadwinner has died, will this be enough for most families? Probably not – by any measure....
Read ArticleCongratulations to Connor who has recently been appointed as an Adviser and has joined our Advisory Team at SeventySeven WM...
Learn MoreWe have updated the COVID rules regarding visitors coming to the office for meetings...
Updated RulesI increasingly come across situations in which clients either do not know about Attendance Allowance or don’t think they will qualify because...
Learn MoreMembers of the sandwich generation, those individuals in their 40s, 50s and 60s who are bringing up their own children while also providing...
Read ArticleSeventySeven's CEO, Paul Luetchford updates you on SeventySeven's approach to Covid-19...
Learn MoreThere is much talk these days of the older generation helping out children and grandchildren...
Read ArticleSeventySeven's CEO, Paul Luetchford discusses the great wealth migration and the silent estate killer...
Read ArticleSt. James’s Place have designed the Entrepreneur Club with you in mind. Specialising in working with businesses in the increasingly complex area of...
Learn MoreWe enjoyed another fantastic seminar held at the beautiful Canterbury Catherdral Lodge. We'd like to thank all our guests for coming and the entire team at CCL for your hard work...
Learn MoreThank you to all those involved in our most recent competition that we sponsored at Thanet Bowls Club. It was a really well-organised day and great fun had by all...
Learn MoreA big Thank you to all those who helped us at Ashdown Park and for providing such a beautiful setting for our latest wealth management seminar...
Learn MoreSeventySeven's Chairman, David Summers talks about the proposed increases in Probate charges...
Read ArticleSeventySeven's CEO, Paul Luetchford talks about the key attibutes of Trusts...
Read ArticleWe enjoyed another fantastic seminar held at the stunning Eastwell Manor Hotel. We'd like to thank all our guests for coming and the entire team at EMH for hosting our semimar.
Learn MoreQ&A with SeventySeven Wealth Management CEO, Paul Luetchford. Find out more about Paul, the company and the mission that he has for SeventySeven's clients...
Read ArticleSeventySeven's Chairman, David Summers talks about Long-term Care and why it's important to plan for this...
Read ArticleHead of Client Experience, Julie King tells us what it's like to work for SeventySeven Wealth Management...
Watch VideoWe have chosen to promote our services exclusively through the St. James’s Place Partnership. This reflects the confidence we have in St. James’s Place Wealth Management...
Watch VideoThe value of an investment with St. James’s Place Wealth Management 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.
SeventySeven's Group Business Director, James Luetchford talks about the benefits of Retirement Planning...
Read ArticleCEO, Paul Luetchford explains why you should attend one of our Seminars...
Watch VideoSeventySeven's Eloise Hammond provides an overview of Wealth Management...
Watch VideoSeventySeven's Eloise Hammond provides an overview of Protection Planning...
Watch VideoSeventySeven's Eloise Hammond provides an overview of Intergenerational Planning...
Watch VideoTrusts are not regulated by the Financial Conduct Authority.
Congratulations to Connor Ashenden who has recently been appointed as an Adviser and has joined our Advisory Team at SeventySeven WM.
Son of a client, James and Connor formally met in the hospitality tent at
Twickenham. Not only did they equally appreciate the beer but they found they had much in common as Connor had a financial background. Needless to say one thing led to another and the rest, as they say, is history!
Prior to joining us in September 2018, Connor had developed an expertise in credit management which means he worked closely with individuals who found themselves in difficult financial positions and helping to formulate plans to
return to financial security. Since joining the team at SeventySeven Connor has followed a year of intense training involving frequent stays at residential courses away from home and family and peppered with examinations.
As
well as the academic training, he has undergone a thorough grounding of all our processes here at The Old Granary. Some of you will have met or spoken with Connor over the last year as he has been working closely with David, James
and Paul, sitting in on meetings and assisting where required.
We wish Connor the very best for the next step of his career with SeventySeven WM.
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