SeventySeven Wealth Management

News & Media

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.

SEVENTYSEVEN SERVICES

Covid 19 Update

It is business as usual for us here at SeventySeven but for the latest information about our approach to the Coronavirus pandemic please read our special newsletter.

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SEVENTYSEVEN SERVICES

The Bank of
Mum & Dad

There is much talk these days of the older generation helping out children and grandchildren. Much of this talk revolves around the generation of capital lump sums to help with deposits for property purchase, the so called ‘Bank of Mum & Dad’.

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SEVENTYSEVEN EVENTS

SeventySeven were proud to sponsor the Thanet Bowls Club Competition.

Thank 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 – huge congratulations to the winner!

Discuss New Opportunities
SEVENTYSEVEN EXECUTIVE TEAM

Review our Q&A with SeventySeven's CEO, Paul Luetchford

Find out more about Paul, the company, his passions, views on the economy, how SeventySeven differ and why you should invest with us.

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SEVENTYSEVEN SERVICES

Contact our Covid-19 Wealth Care Helpline

Hayden from the advisory team is heading this up, and he can be reached on 01892 337507 between the hours of 10am and 3pm Monday to Friday. Alternatively, he can be contacted on his email address which is hayden.fisher@sjpp.co.uk. Please feel free to pass his details on to anyone who you feel that this may benefit.

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SEVENTYSEVEN SERVICES

Group Director, James Luetchford on Retirement Planning.

How much do you understand about your pension and are you confident it will see you through your retirement?

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SEVENTYSEVEN SERVICES

How do elections and political decisions affect your finances?

With all the recent changes in UK politics, how do you know what's best for your future financial stability?

SeventySeven Wealth Management can offer informative advice on the best way forward through changes in party leadership, Brexit and how it impacts investments.

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SEVENTYSEVEN SERVICES

Long-Term Care - How important is it?

SeventySeven's Chairman, David Summers talks about Long-term Care and why it's important to plan for this.

SeventySeven Wealth Management can offer informative advice on the best way forward through changes in party leadership, Brexit and how it impacts investments.

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SEVENTYSEVEN SERVICES

Are you an Entrepreneur?

St. James’s Place have designed the Entrepreneur Club with you in mind. Specialising in working with businesses in the increasingly complex area of corporate financial planning, from pensions to employee benefits, insuring against the loss of a key director through to assisting with exit strategies, the Entrepreneurs Club will provide support and advice for you and your business.

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SEVENTYSEVEN ARTICLE

Supporting the sandwich generation in times of crisis

Members of the sandwich generation, those individuals in their 40s, 50s and 60s who are bringing up their own children while also providing care for their parents, face increased financial strain in the best of times.

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SEVENTYSEVEN ARTICLE

Attendance Allowance

I increasingly come across situations in which clients either do not know about Attendance Allowance or don’t think they will qualify because they feel either they own too much value in assets or they have strong income. Others worry about the tax consequences of receiving this benefit.

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Posted: May 2020

Attendance Allowance

I increasingly come across situations in which clients either do not know about Attendance Allowance or don’t think they will qualify because...

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Posted: April 2020

Supporting The Sandwich Generation

Members of the sandwich generation, those individuals in their 40s, 50s and 60s who are bringing up their own children while also providing...

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Posted: April 2020

Covid-19 Wealth Care Helpline

Following a large number of calls asking for help advice and guidance we have set up the Covid-19 SeventySeven wealth care helpline...

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Posted: March 2020

Covid-19 Update

SeventySeven's CEO, Paul Luetchford updates you on SeventySeven's approach to Covid-19...

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Posted: February 2020

Intergenerational Finance

There is much talk these days of the older generation helping out children and grandchildren...

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Posted: August 2019

Baby Boomers vs Inheritance Tax

SeventySeven's CEO, Paul Luetchford discusses the great wealth migration and the silent estate killer...

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Posted: July 2019

Are you an Entrepreneur?

St. James’s Place have designed the Entrepreneur Club with you in mind. Specialising in working with businesses in the increasingly complex area of...

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Posted: September 2019

Our Seminar at Canterbury Cathedral Lodge

We 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...

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Posted: May 2019

SeventySeven sponsored an event at Thanet Bowls Club

Thank 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...

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Posted: June 2019

SeventySeven Seminar at Ashdown Park Hotel

A 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...

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Posted: July 2019

Probate Update

SeventySeven's Chairman, David Summers talks about the proposed increases in Probate charges...

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Posted: July 2019

Trusts Article

SeventySeven's CEO, Paul Luetchford talks about the key attibutes of Trusts...

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Posted: October 2019

Our Seminar at Eastwell Manor Hotel

We 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.

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Posted: September 2018Published by Inside Kent

Q&A Editorial

Q&A with SeventySeven Wealth Management CEO, Paul Luetchford. Find out more about Paul, the comapny and the mission that he has for SeventySeven's clients...

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Posted: August 2018

Long-term Care

SeventySeven's Chairman, David Summers talks about Long-term Care and why it's important to plan for this...

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Posted: September 2018

Interview with Julie King

Head of Client Experience, Julie King tells us what it's like to work for SeventySeven Wealth Management...

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Posted: May 2019

St. James's Place Wealth Management

We 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...

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The 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.