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.
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...Learn More
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...Watch Video
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.
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