Connor Ashenden, SeventySeven Wealth Management

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SeventySeven Wealth Management

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SeventySeven Wealth Management Financial Adviser
The Old Granary
Little Coldharbour Farm
Tong Lane
Private or corporate clients who are looking for a bespoke service, tailored to fit their evolving financial needs and aspirations.

Business Description

As a Chartered Financial Planner at SeventySeven Wealth Management, I offer a bespoke service, tailored to fit my clients’ needs. I work closely with private and corporate clients, from a variety of backgrounds, to help them achieve their evolving financial goals and aspirations.

My focus is on maintaining a long-term relationship with my clients, allowing me to provide them with a source of trusted advice over time. My advice covers all areas of Wealth Management including Retirement planning, Savings and Investment Planning, Inheritance Tax planning and Wealth protection.

My Recommendations

I trust James implicitly to give sound financial advice in line with our needs and attitude to risk. He considers the big picture to support us in making informed decisions to meet our longer term goals. James makes himself readily available, he is very personable and approachable and no question is too small or simplistic. I have absolutely no hesitation in recommending James to anyone who wants peace of mind in their financial future and security.

from Denise Molloy

Accreditations & Qualifications

Advanced Diploma in Regulated Financial Planning 

BA Hons Business Administration

HND in Business Administration with Finance