SeventySeven Wealth Management - Tunbridge Wells

Address: Tong Lane The Old Granary, Tunbridge Wells TN3 8AD, United Kingdom.
Phone: 1892770077.
Website: 77wm.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of SeventySeven Wealth Management

SeventySeven Wealth Management Tong Lane The Old Granary, Tunbridge Wells TN3 8AD, United Kingdom

☎️1892770077

⏰ Open Hours of SeventySeven Wealth Management

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

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SeventySeven Wealth Management: Comprehensive Wealth Management Solutions

SeventySeven Wealth Management, located at Tong Lane The Old Granary, Tunbridge Wells TN3 8AD, United Kingdom, is a reputable wealth management firm that offers comprehensive financial planning services. With a phone number of 1892770077 and a website at 77wm.co.uk, the company is easily accessible to clients seeking expert guidance on their investments and financial future.

The specialties at SeventySeven Wealth Management include financial planning, with a focus on individualized attention and tailored solutions for each client's unique needs. Other points of interest include online appointments, on-site services, a wheelchair-accessible car park, entrance, seating, and toilet facilities, ensuring that the company is accessible to all clients.

With a strong reputation, SeventySeven Wealth Management has garnered 13 reviews on Google My Business, earning an impressive average opinion score of 4.9 out of 5 stars. One notable review states, 'My experience with 77 Wealth Management has been extremely good', highlighting the company's commitment to exceptional client service and personalized attention.

SeventySeven Wealth Management goes above and beyond to ensure that clients feel valued and supported in their financial journey. The company's dedication to individualized attention and personalized solutions has earned them a stellar reputation, with clients praising their 'wonderful' advisors who are 'constantly on hand to advise' when needed. This level of commitment to client satisfaction is what sets SeventySeven Wealth Management apart from other wealth management firms.

For individuals seeking a reliable and knowledgeable wealth management firm to help guide them through their financial decisions, SeventySeven Wealth Management is an excellent choice. With a commitment to personalized service, a wealth of expertise, and a strong track record of client satisfaction, this firm is well-equipped to help clients achieve their financial goals.

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"summary": "SeventySeven Wealth Management offers personalized financial planning solutions and exceptional client service at their Tunbridge Wells location.",
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👍 Reviews of SeventySeven Wealth Management

SeventySeven Wealth Management - Tunbridge Wells

Nigel B.

5/5

My experience with 77 Wealth Management has been extremely. good My late parents were happy clients of theirs and this prompted me to move my St James' Place portfolio over to them too. My advisor Sonny has been wonderful, giving me lots of his time and advice in order to help me get the best from my investments. He goes out of his way to do this and is constantly on hand to advise me when needed. i am very lucky to have found them, and I highly recommend 77 Wealth Management.

Lee B.

5/5

I have been a client for several years and I am extremely satisfied with the service provided, there communication is excellent and you're never made to feel stupid if you don't understand something.
Conner Ashenden is my main contact and through his guidance I now have a much better understanding of what my financial needs are and how to achieve them, he always has the time to explain everything in layman's terms and this is greatly appreciated.
I would not hesitate to recommend Seventy Seven Wealth Management.

Nicola P.

5/5

When Neil Pritchard at SJP informed my family and I that he was retiring after many years of looking after all our finances obviously we were very happy for him but then apprehensive about what was to come next.

Cue Connor Ashenden from Seventy Seven Wealth Management Ltd who was assigned to us all! My initial meeting with him was an introduction via Zoom with Neil and my older sister and even from that brief video call I felt reassured. Soon after I had my own 1:1 meeting and the rapport was instantaneous. He was extremely easy to talk to both on a financial and personal level and even if my questions/queries were on the basic/silly side he never let on and explained everything in a language that I would understand! His knowledge and expertise are second to none and it's so reassuring to know that my money and investments are being properly looked after to accommodate me in the years to come. I highly recommend this Company and Connor to anyone looking for financial guidance.

Carole P.

5/5

After a lifetime of financial advice from Neil Prichard at SJP it was always going to be a tough act to follow after he retired.
However I needn’t have worried as along came Connor Ashenden from Seventy Seven Wealth!

My first introductory meeting with him had been on a Zoom with Neil and my younger sister but it wasn’t until I had my own 1:1 with Connor that I really got to know him.....

From the get go he was extremely friendly, chatty and very easy to engage with. I felt I could ask him any sort of financial related question/query no matter how silly it was and he would respond in a manner that I could easily understand and my mind would instantly be put at ease.

It is so important in this day and age to find a Company/Adviser that you can completely trust with your savings and feel comfortable with and I have definitely found that with Connor.

Thank you!

Daniel F.

5/5

I’ve had a fantastic experience with Seventy Seven wealth management, overseen by Connor Ashenden. He has always given great advice, been available when needed and have seen the growth within my portfolio, thanks to his expertise. If you’re thinking of investing, then get in contact with Connor!

Fiona A.

5/5

Sonny is personable, knowledgeable and professional. He is courteous and patient. I never have any hesitation in contacting him as he responds promptly and demistifies the jargon for me into something I can understand and relate to

Penny W.

5/5

Excellent service. Connor exceeds any expectations we had when we asked for help. Very professional whilst friendly and personal service.
Connor came highly recommended and I would recommend him and the company to family and friends.

N P. (.

5/5

Sonny Lama was my wealth advisor for 2 years and has been great with bringing his expertise to manage my account.