SeventySeven Wealth Management - Tunbridge Wells

Nigel B.

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.

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.

Daniel F.

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!

Nicola P.

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.

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!

Paul S.

Excellent all round advice since 2006 [ St James's Place then] from 77WM. Their adviser Sonny Lama is:
Reliable, Knowledgeable, and puts the customer first. Great new recent ideas from Sonny about money management, especially IHT.

Fiona A.

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.

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.