A member of The Chartered Institute for Securities & Investment, The Chartered Insurance Institute and the Personal Finance Society, Richard has been in the financial services profession since 1989 and has worked in advisory and senior corporate roles for national and regional advice firms. His role is to lead the business in addition to providing personal financial planning to clients.
He is committed to upholding a client centric culture where everyone in the business is focused on delivering outstanding levels of service.
Richard is married to Kay, has two sons and is a keen golfer.
A Mancunian by birth, Howard's career in financial services began with an intermediary firm in Leicester and Nottingham before working in London for a specialist insurance broker and then with a large life assurance company.
Returning to Manchester in the 1980s to join Geoff Hunt at investment intermediaries Chesham Hill, Howard started up Harvester Financial Services (subsequently Buckland Harvester) with Geoff in 1990. This gives Howard unbroken service dealing with clients' affairs from a Manchester base from 1986 to the present day.
Howard holds the Personal Financial Society Diploma award. His role is primarily in building investment portfolios and creating pension strategies to meet clients' changing needs, working closely with our accountant and solicitor connections.
Away from the working environment Howard likes to get away from it all on the fells of the Lake District but can also be found in the rather less tranquil surrounds of the Etihad stadium as a long time Manchester City season ticket holder or watching a rock gig at a local venue.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Michael, who was previously a financial adviser running his own practice, joined McGarvey Jones in September 2017. He believes that everyone has highly personal needs and circumstances which leads to a bespoke solution to fit his individual clients’ situations. His overriding goal is to ensure that every single client benefits from his desire to develop long term relationships which lead to the highest levels of service.
A member of the The Professional Finance Society and the Institute of Leadership and Management, Michael holds the Diploma in Financial Planning. He is progressing towards Chartered Financial Planner status.
When Michael is not at work he enjoys mountain walking and participating in adventure races, marathons and “iron-man” style events. He also enjoys cultural trips and holidays in the UK and abroad.
Simon joined McGarvey Jones in May 2017 as a Financial Planner. A Member of The Chartered Institute for Securities & Investment and the Chartered Insurance Institute, Simon previously worked in The City of London for several years as a Stockbroker to a network of high net worth clients, advising on UK and US equities and more recently as a Corporate Broker, advising UK AIM listed companies on debt, equity and fund raising. Simon is native to the North West, having spent his formative years between Liverpool and Cheshire. He has a wealth of experience advising private clients on equities and equity linked products and has a genuine passion for client relationships and providing holistic wealth management advice.
In his spare time, Simon spends as much time as he can with his wife, daughter and family, visiting art galleries, local eateries as well as making use of his Liverpool season ticket.
Andrea has many years financial services experience in client service roles and is responsible for ensuring that the administrative processes and procedures for the firm are maintained to a high standard. She is integral in the delivery of quality assurance within the firm. A key point of contact for clients, Andrea also supports the advice team with client liaison and communication.
Andrea enjoys walking and outdoor pursuits in her spare time.
Rachel joined the company in 2016 after she attended the University of Manchester completing a degree in Management. Since leaving university Rachel started her career in financial services as a client support administrator and has stayed in the industry ever since. She is currently working towards her Diploma in Regulated Financial Planning. Rachel’s current role has her involved in all the administrative aspects of the advice process and is a key point of contact for clients.
In her spare time, she enjoys baking, spending time with friends and family and travelling.
Claire is a member of The Chartered Institute for Securities & Investment and is currently working towards her Diploma in Regulated Financial Planning with the Chartered Insurance Institute.
Claire began her career in financial services 7 years ago and has gained the skills and experience required to deliver a high level of service. Claire provides technical support to the team for all aspects of the advice process.
In her spare time she enjoys playing sport, going to music gigs and traveling.
Joseph is currently studying towards a degree in Financial Planning Management at Manchester University and is a valued member of the McGarvey Jones Practice Support team. He has been working with us between his studies adding value and gaining valuable experience in all aspects of the business, notably on technical aspects of Financial Planning.
An aspiring Chartered Financial Planner, Joseph plans to enter the Practice full time following his graduation. In his spare time Joseph is an avid traveller, having spent a month in Europe. He also enjoys watching his football team, Liverpool FC, playing golf and watching live music.
Helen began her career with 6 years in the pensions industry after graduating from Lancaster University. She joined McGarvey Jones in 2017 as a Practice Support Executive when she made the move back to Manchester having spent 2 years working in London.
Helen has recently completed the Diploma in Financial Planning and will become a Financial Planner in the near future. She is now working towards the Advanced Diploma with a view to becoming Chartered.
Outside of work, Helen tries to keep up with the latest fitness trends and enjoys live music.
Elliot is an aspiring financial adviser, currently working as a Trainee Practice Support Executive. His role with the company is to gather important information efficiently and effectively so he can assist the Paraplanning team in meeting the client’s needs and expectations. He strives to provide a high standard of service within the company to maintain its brilliant level of service.
In his spare time he enjoys many physical pursuits, such as: rollerblading, boxing and running to name a few.
Elliot is currently revising for his R01 exam.