SeventySeven Wealth Management Limited

SeventySeven Wealth Management Limited

Financial Services Lamberhurst, Kent, United Kingdom 18 employees
Employees
18
Contacts
2
Emails
2
77wm.co.uk LinkedIn

SeventySeven Wealth Management Limited Overview

Headquarters
Lamberhurst, Kent, United Kingdom
Website
77wm.co.uk
Industry
Financial Services
Employees
18
Founded
2004
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Inheritance Tax Planning Retirement Planning Wealth Management School Fees Planning Managing your Cash Care in Later Life Protection Intergenerational Planning Investment Planning

About SeventySeven Wealth Management Limited

At SeventySeven Wealth Management our team is at the heart of all we do. We have created an environment for our staff that is leading in all it offers from our working environment to the development and training, all of which is to the highest of industry standards. 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 09/10/2024

SeventySeven Wealth Management Limited Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage

SeventySeven Wealth Management Limited Org Chart

Sample employees and titles
Name Title Contact
Julie King Head of Client Experience & Pa to the Exec Team at Seventyseven Wealth Management Ltd
Email
James Luetchford Dippfs Group Business Director Seventyseven Wealth Management Ltd Senior Partner Practice St. James's Place Wealth Management
Email
Christina Brown Acipp Finance Professional
View

Employees by Management Level

Individual contributor 5 profiles
VP / Head 2 profiles
Executive 1 profile
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 0
Operations 1 1 0

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