Quality craftsmanship, creative solutions, tailored to your needs
SeventySeven Wealth Management Ltd is a leading wealth management firm dedicated to empowering individuals and families to achieve financial security and prosperity. Established on a foundation of expertise, integrity, and personalized service, we have helped countless clients navigate the complexities of the financial landscape and refine their financial plans for the future.
Our Vision
Our vision is to empower our clients to achieve financial freedom and security, while guiding them through every step of the wealth management process. We believe in building lasting relationships built on trust, transparency, and open communication.
Our Values
Our core values underpin everything we do:
- Client-Centricity: We prioritize client needs and aspirations, understanding their unique circumstances and goals.
- Expertise: Our team of experienced professionals holds industry qualifications and maintains proficiency through ongoing training.
- Integrity: We adhere to the highest ethical standards, maintaining transparency and accountability in all our dealings.
- Sustainability: We foster a responsible approach to wealth management, prioritizing long-term value creation and risk mitigation.
Our Services
We offer a comprehensive suite of wealth management services to address every stage of your financial journey:
Wealth Management & Investment Planning
- Goal-oriented financial planning and investment strategies
- Portfolio analysis and optimization
- Risk management and mitigation strategies
- Retirement planning and accumulation
- School fees planning and inheritance tax planning
Protection Planning
- Inheritance tax and capital gains tax planning
- Illness and loss of income planning
- Estate protection strategies and asset preservation
Financial Advisory
- Cash management and budgeting guidance
- Business advisory services
- Retirement planning and employee benefits consulting
Retirement Planning & Investment Planning
- Comprehensive retirement planning and analysis
- Asset allocation and portfolio construction
- Tax-efficient investment strategies
- Succession planning and estate preservation
Our Team
Our team of experienced professionals comprises qualified financial planners, wealth managers, and investment experts. We leverage their extensive knowledge and expertise to deliver tailored solutions that meet your unique needs and aspirations.
We are committed to
- Building strong relationships based on trust and open communication.
- Providing personalized and proactive guidance.
- Regularly reviewing and adjusting your financial plan to ensure its ongoing suitability.
- Maintaining the highest levels of security and confidentiality.
Summary of Reviews
The reviews highlight both positive and constructive feedback. For financial services, Patrick Edgar praises Seventeen Wealth Management, stating they have looked after his financial affairs competently for many years and recommends them. In contrast, for a meeting, Morham White found it worthwhile but suggests improvements in signage and the use of a green carpet.
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