Operations Team

The SeventySeven Wealth Management operations team have, between them, worked for many years within a Partner Practice of St. James's Place. We are extremely proud that many of our team have been working with us and our private clients for in excess of 10 years.

This experience and detailed understanding of managing your finances helps to create peace of mind in this fast paced environment. The team are trained to the highest possible standards in client care and are able to deliver convenience that makes us one of the largest, and highly referred businesses that we are.

Adele Abbott
Head of Operations

Andy Crew
Head of Compliance

Sarah Weller
Head of Finance

Anna Leopard
Head of Adviser Support

Julie King
Head of Client Experience

Andrea Holman
Client Care

Rachel Foley
Client Care Administrator

Alice Searley
Adviser Support

Lucas Luetchford
Adviser Support