PROFESSIONAL FINANCIAL PLANNING THROUGH UNPARALLELED SERVICE

FINANCIAL PLANNING

A process that prepares a plan for your personal family assets for your immediate and future goals with the aim of financial utopia.

ESTATE PLANNING

A process designed to transfer the greatest amount of financial assets with the smallest tax liability possible to the beneficiaries.

LEGACY PLANNING

A process to articulate, create and implement a plan that provides a lasting legacy according to your wishes and values.

CLIENT CENTRIC APPROACH

Our clients are central to everything we do, individual circumstances dictate the type of services that you require but the process of providing advice is similar in all cases.

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McGarvey Jones

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

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