SeventySeven Wealth Management Limited

Reference number: 623059

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • SeventySeven Wealth Management Limited (FRN 623059) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use SeventySeven Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from SeventySeven Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When 77wm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01892 770077 is
  • Who else gives the postcode TN3 8AD
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Burfields House Wealth Management Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
08805001
Company status
Active
Company type
Private limited company
Incorporated
6 December 2013 (12 years old)
Registered office
The Old Granary Tong Lane, Lamberhurst, Tunbridge Wells, Kent, TN3 8AD, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Randall Bloxham Luetchford Director Aug 1974 6 Dec 2013 8 other companies
James Anthony George Luetchford Director Sep 1979 1 Jul 2016 2 other companies
Adele Marie Abbott Director Jun 1983 1 May 2018 2 other companies

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
8
closed down
4
run together
2

In the full report: all 8 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 3 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 July 2025Full accountsNot audited

Net assets

£994k

−23% from £1.30m

Cash at bank

£117k

−40% from £194k

Employees (average)

22

+16% from 19

Owed within a year

£578k

+4.3% from £554k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 08805001. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

SeventySeven Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (21)

2024

13 June 2024

  • Adele Marie Abbott gained significant control
  • David Summers gained significant control
  • James Anthony George Luetchford gained significant control
  • Paul Randall Bloxham Luetchford gained significant control

Companies House

2023

3 February 2023

  • Paul Randall Bloxham Luetchford gained significant control
  • Paul Randall Bloxham Luetchford no longer has significant control

Companies House

2018

6 April 2018

  • Changed its registered name from "Seventy Seven Wealth Management Limited"

FCA register

21 March 2018

  • Changed its registered name from "Burfields House Wealth Management Ltd"

FCA register

2014

9 May 2014

  • Became an appointed representative

FCA register

2013

6 December 2013

  • Incorporated at Companies House

Companies House

In the full report: all 21 events

  • All 21 events in its history (10 shown here)
  • Every director appointment and resignation: 11
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Firms like SeventySeven Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Tunbridge Wells

Adam WillingaleTunbridge WellsAppointed representativeAutumn Financial Planning LimitedTunbridge WellsAppointed representativeEnbrook Wealth LimitedTunbridge WellsAppointed representativeEquilibrium Wealth LimitedTunbridge WellsAppointed representativeGareth MunnTunbridge WellsAppointed representativeGreenstone Financial Planning LtdTunbridge WellsAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on SeventySeven Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 8 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 21 events in its history

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Frequently asked questions about this firm

Is SeventySeven Wealth Management Limited FCA authorised?
SeventySeven Wealth Management Limited (FRN 623059) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for SeventySeven Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. SeventySeven Wealth Management Limited (FRN 623059) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use SeventySeven Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from SeventySeven Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is SeventySeven Wealth Management’s phone number and website?
The FCA register lists the phone number 01892 770077 and the website 77wm.co.uk for SeventySeven Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is SeventySeven Wealth Management a scam or clone?
SeventySeven Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with SeventySeven Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for SeventySeven Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns SeventySeven Wealth Management?
Companies House lists 4 people with significant control of SeventySeven Wealth Management: Mr Paul Randall Bloxham Luetchford (significant influence or control), Mrs Adele Marie Abbott (significant influence or control), Mr David Summers (significant influence or control) and Mr James Anthony George Luetchford (significant influence or control).
Who runs SeventySeven Wealth Management?
Companies House lists 3 directors of SeventySeven Wealth Management: Paul Randall Bloxham Luetchford, James Anthony George Luetchford and Adele Marie Abbott.
How long has SeventySeven Wealth Management been in business?
The company was formed on 6 December 2013.
What do SeventySeven Wealth Management’s latest accounts show?
Its latest accounts, to 31 July 2025, show net assets of £994k (−23% from £1.30m) and cash at bank of £117k (−40% from £194k).
Does SeventySeven Wealth Management use any other names?
It has previously used the name Burfields House Wealth Management Ltd.

Sources and links

The full report on SeventySeven Wealth Management Limited

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