CLIENT CENTRIC EXPERIENCE
At McGarvey Jones Financial Planning we recognise that our clients are central to everything we do. We understand that there are a variety of challenges at different life stages therefore our mind-set is not short term. We are committed to long term relationships that help our clients build, preserve and ensure that their wealth is protected during their lifetimes and passed to successive generations.
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.
The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.