BUSINESS
Q & A WITH SEVENTYSEVEN WEALTH MANAGEMENT CEO , PAUL LUETCHFORD
Who are you and what do you do ?
I am simply a financial adviser who was fortunate to have started a career in wealth management comparatively early in life and now , with over 25 years doing so , I ’ m proud to be the CEO of SeventySeven Wealth Management Ltd , a business I ’ ve been building with some fantastic colleagues for the last 15 years or so .
SeventySeven Wealth Management looks after private clients and businesses ’ financial worlds from the basics of making sure you use your tax allowances and have efficient and productive investment strategy through to the complexities of retirement planning and legally avoiding estates paying Inheritance Tax .
While I remain a qualified and regulated adviser , I now spend the majority of my time building the vision of a Centre of Excellence for wealth management at SeventySeven . The most enjoyable part of this for me is inspiring truly capable individuals to realise their potential in our profession through sharing my experience with them .
What is SeventySeven Wealth Management ?
A tongue in cheek answer would be that SeventySeven Wealth Management is an elite group of superheroes building the most technologically advanced and morally sound wealth management experience the world has ever known … Humour to one side , my passion when it comes to our business is to lead a business that only knows how to do the right thing and succeeds by every measure ; SeventySeven is that business and we truly are committed to excellence .
Why would I come to SeventySeven Wealth Management ?
Mistakes with your health , at worst could cost you your life , but with wealth it ' s not so bad , but it takes considerable time to come back from a big mistake ... There are many very good conscientious wealth managers around who will help you – try them – but why not try us too . Most who do become clients and it is extremely rare that anyone leaves , which speaks for itself .
What makes SeventySeven Wealth Management different to other wealth managers in the South East ?
We focus on client experiences and forging long term relationships – doing this ahead of anything else means that , despite change that inevitably occurs in our clients lives , they continue to return and refer year after year . We pride ourselves at
SeventySeven on always doing the right thing on behalf of our clients . We focus on making our experience for our clients that bit better in every way .
In essence , we are a little different but in lots of different ways and when you weigh all that up and then ask clients , the testimonials say it all .
Why are you different to other wealth management companies in general ?
Working with our clients over the last 25 years has given rise to thousands of transactions , or , in layman ’ s terms , pieces of advice being given and while it ’ s a little dangerous to say , we haven ’ t had a single complaint to date . It shouldn ’ t be a surprise to us that our client retention rate exceeds 95 per cent . So , we aspire to be amazing and the above is evidence of our point of difference .
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