Adele Abbott Email & Phone Number

As part of SeventySeven Wealth Management, a Senior Partner Practice of St. James’s Place Wealth Management, our aim is to take the worry out of our private client’s wealth in both their current and future circumstances. We do this by providing advice on many aspects of Wealth Management, including planning an investment strategy and Trust and Estate Planning right through to the day-to-day things in life such as protection provisions and access to personal banking. By being a representative of a trusted company such as St. James’s Place, we are able to provide our clients with services that provide real value throughout a client’s life, together with access to the Distinctive Approach to Investment Management for which St. James’s Place is known.The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. 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). 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 05/01/2024

Listed skills include Trusts, Inheritance Tax Planning, Wealth Management, Creating Successful Investment Strategy, and 1 others.

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  Cranbrook