Previous Engagements

We are proud to share with you some of the past seminars and events we have hosted.
Please get in contact if you would like more details.

EASTWELL MANOR HOTEL

SeventySeven Wealth Management were proud to host this seminar at the luxurious Eastwell Manor Hotel & Spa. Topics covered included the following areas of expertise:

  • Brexit: General consensus from a financial perspective
  • Tax: The current tax rules and how they impact you
  • Investment Strategies: Options and factors to consider
  • The Next Generation: Intergenerational Wealth Management
  • Planning Ahead: Inheritance Tax
  • Long Term Care Planning
  • Wills and Estate Planning

BEWL BOAT HOUSE BISTRO

SeventySeven Wealth Management were proud to host this seminar at the well renowned Bewl Boat House Bistro. Topics covered included the following areas of expertise:

  • Brexit: General consensus from a financial perspective
  • Tax: The current tax rules and how they impact you
  • Investment Strategies: Options and factors to consider
  • The Next Generation: Intergenerational Wealth Management
  • Planning Ahead: Inheritance Tax
  • Long Term Care Planning
  • Wills and Estate Planning

ALEXANDER HOUSE HOTEL

SeventySeven Wealth Management were proud to host this seminar at the Gorgeous Alexander House Hotel. Topics covered included the following areas of expertise:

  • Brexit: General consensus from a financial perspective
  • Tax: The current tax rules and how they impact you
  • Investment Strategies: Options and factors to consider
  • The Next Generation: Intergenerational Wealth Management
  • Planning Ahead: Inheritance Tax
  • Long Term Care Planning
  • Wills and Estate Planning

CANTERBURY CATHEDRAL

SeventySeven Wealth Management were proud to host this seminar at the magnificent Canterbury Cathedral Lodge. Topics covered included the following areas of expertise:

  • Brexit: General consensus from a financial perspective
  • Tax: The current tax rules and how they impact you
  • Investment Strategies: Options and factors to consider
  • The Next Generation: Intergenerational Wealth Management
  • Planning Ahead: Inheritance Tax
  • Long Term Care Planning
  • Wills and Estate Planning

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place Wealth Management.
Wills are not regulated by the Financial Conduct Authority.

Contact us to find out more about joining one of our seminars

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