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Your Trusted Partner for Wealth Management Solutions
At SeventySeven Wealth Management, we pride ourselves on delivering tailored financial solutions rooted in integrity and expertise. Established by seasoned professionals with decades of combined experience in wealth management, our firm specialises in creating bespoke strategies to help clients preserve and grow their wealth. Our team of certified financial advisers leverages in-depth market knowledge to address complex challenges in retirement planning, investment management, and tax-efficient strategies.Recognised for our client-centric approach, we maintain a strong reputation as trusted advisors within the financial services industry. Our commitment to transparency, ethical practices, and continuous client education ensures we meet the highest standards of professionalism while adapting to evolving market conditions.
Services
Wealth Management
Retirement Planning
Investment Planning
Inheritance Tax Planning
School Fees Planning
Protection Planning
Cash Reserves Management
Intergenerational Planning
Care in Later Life
Business Advisory
Highlights and features
- We offer over 20 years of combined experience in wealth management
- Our team consists of certified financial advisers with specialist qualifications
- We provide tailored financial strategies for complex tax planning scenarios
- Our client-centric approach ensures transparent communication throughout
- We maintain regulatory compliance with FCA standards for client protection
Associations and certifications
- Financial Conduct Authority
What people say
Client-focused approach
Professional and considerate
Invaluable support during difficult times
Personalised financial guidance
Genuine and friendly service
Services
Wealth Management
Our wealth management service creates comprehensive strategies combining investment planning, tax efficiency, and risk management. We work closely with clients to understand their financial goals and develop tailored solutions that adapt to changing circumstances. The service includes regular reviews to ensure ongoing alignment with client objectives while maintaining compliance with regulatory standards.
Retirement Planning
Specialist retirement planning focuses on creating sustainable income streams through pension optimisation and tax-efficient withdrawals. We help clients navigate state pension entitlements, defined benefit schemes, and investment-based retirement solutions. Our approach considers inflation protection and longevity to ensure financial security throughout retirement years.
Investment Planning
Investment planning services focus on building diversified portfolios aligned with risk tolerance and financial goals. We offer access to St. James's Place funds and provide ongoing monitoring to adjust strategies according to market conditions. Our approach balances growth potential with capital preservation across different asset classes.
Inheritance Tax Planning
Specialist inheritance tax planning services help preserve wealth for future generations through tax-efficient structures. We implement strategies using business relief qualifying assets and trust planning to minimise tax liabilities. Our approach ensures compliance with current legislation while maintaining flexibility for changing family circumstances.
Protection Planning
Comprehensive protection planning covers life insurance, critical illness cover, and income protection solutions. We assess individual needs to recommend appropriate coverage levels that safeguard against financial risks. Our service includes regular reviews to ensure ongoing suitability as personal circumstances evolve over time.
People
Paul Luetchford
Co-Founder
With extensive experience in financial services, Paul brings specialist expertise in wealth management strategies and client relationship management to the partnership.
James Luetchford
Co-Founder
James contributes deep knowledge of investment planning and retirement solutions, having worked in senior advisory roles for leading wealth management firms.
David Summers
Co-Founder
David specialises in tax-efficient financial planning, bringing over 15 years' experience in developing bespoke wealth preservation strategies for high-net-worth clients.
Jamie Dixon
Business Development Director
Jamie leads business growth initiatives with a proven track record in developing strategic partnerships and expanding financial service offerings.
Adele Abbott
Operations Director
Adele oversees client administration and service delivery, ensuring seamless implementation of financial strategies while maintaining regulatory compliance standards.
Questions
What is wealth management?
Wealth management combines financial planning, investment management, and tax strategy to help grow and preserve your assets over time.
How does retirement planning work?
We create tailored strategies considering pensions, investments, and tax implications to ensure sustainable income throughout retirement.
What investment options do you offer?
We provide access to diverse investment solutions through St. James's Place, including ISAs, unit trusts, and pension plans.
How are fees structured?
Our charges are transparent and based on the complexity of your financial arrangements and required services.
Can you help with inheritance tax planning?
Yes, we specialise in creating tax-efficient strategies to preserve wealth for future generations.
Do you offer business financial advice?
We provide corporate financial planning, including profit extraction strategies and business protection solutions.
