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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

SeventySeven Wealth Management

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SeventySeven Wealth Management

Walking beside you through the money maelstrom of life

02/01/2026

Happy New Year from all at SeventySeven. After a well deserved break, we look forward to welcoming our team back to HQ with a dusting of snow.

21/10/2024

🍾🥂Congratulations Rachel🥂🍾 Fabulous day for team 77WM as we welcome Rachel to our advisory team. We look forward to many years of working together with you.

14/10/2024

🎗️WEAR IT PINK DAY🎗️at 77WM HQ and couldn’t be prouder of our amazing team for taking part, dressing in pink, baking cakes and raising an amazing £550 for this great charity.

03/06/2024

🥳 A double celebration for the wonder that is Anna Leopard. Celebrating 9 years with the 77WM team and a birthday to boot. Thanks for all your hard work and dedication over the years.

05/05/2023

SeventySeven Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP approved 05/05/2023

21/02/2023

What happens to a care annuity upon death?

Long term care is a subject which is confusing, daunting and often comes at a time of great stress. We asked SOLLA accredited Chartered Financial Planner David Summers to answer the questions he is most often asked when it comes to creating a long term care plan.

Please note that the upper limit of £23,250 only refers to England and Northern Ireland, Wales and Scotland have different upper limits.

The value of an investment may fall as well as rise. You may get back less than the amount invested.

Click on this link to watch the video https://youtu.be/I1X4TYViuiQ

SeventySeven Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.

17/02/2023

Random Acts Of Kindness Day celebrates completing random acts of kindness for others.

15/02/2023

Forty years in financial services: How Bob Harvey’s journey and outlook created a happy retirement

"I think most people appreciate someone making a purchase easier for them. Selling is not about persuading someone to buy something that they do not need but making a decision easier. ‘People buy from people,’ is a common saying and our job is to ensure that people buy us and not the product."

Meet Bob Harvey, now non executive director at SeventySeven Wealth Management after 25 years in management at St. James's Place. In this interview he reflects upon his career in sales and why it's now seen as a dirty word as well as wellness and his views on retirement.

"Compared to 30 years ago, the consumer is far better off. The industry is regulated, and people are more financially aware. The financial adviser is also treated as a professional person (which was not the case 40 years ago). There has been a shift in perception from financial advisers as product salesmen to genuine professionals."

In this interview we discuss:

- the importance of sales
- how Bob's father was one of the founding directors of Tesco’s when they set up their first store after the war in Brixton market
- how important it is to present yourself well
- going out cold calling shops in Maidstone in the snow in the late 1970s
- striking the balance between work and life and lots more.

"I think the whole ‘work hard, play hard’ thing is really important. Working eight-hour days gives definition to downtime. I think a lot of people fall down because they do not give themselves enough time off. Here, I do not mean physically, but emotionally. It is important to be able to put things to one side, or in a box, and say I am going to focus on something else."

Click on this link to watch the full interview https://youtu.be/AbnZ4RqLfGo

14/02/2023

Happy Valentine's Day! ❤️

11/02/2023

Hayden wasn't always going to be a financial adviser. In fact he was heading down the path of professional golf when he realised it probably wasn't going to give him the life that he envisaged. Always having an aptitude for numbers Hayden's mother knew financial services would be the right path. It's a good thing he listened to his mother.

Watch the full interview here https://youtu.be/5JmfZ7axVaA.

10/02/2023

29 years ago Paul Luetchford started out in financial services at The Pru. Not long after he was approached by our very own Bob Harvey to join the J. Rothschild Partnership becoming the youngest ever partner, and later, the youngest ever senior partner of what is now known as St. James's Place. While another 29 years isn't in the life plan, Paul will certainly make it to the big 3-0 next year.

Address

The Old Granary, Little Coldharbour Farm, Tong Lane, Lamberhurst
Tunbridge Wells
TN38AD

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441892770077

Website

http://www.77wm.co.uk/

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