Planning and keeping track of your finances and important documents can be a tiresome job.

At McGarvey Jones our mantra has always been to put our clients needs first, so with that in mind, we are pleased to launch our new online Client Centre. Client Centre is designed to give you a secure, private area for you, your selected family members and industry professionals to store, collaborate and communicate your financial plan and goals.

How does it work?

Client Centre utilises Microsoft Sharepoint, the industry leading cloud storage facility. Powered by Microsoft this gives you confidence that your data and documents are secure and private.

  • Client Centre is free to use for all McGarvey Jones clients
  • Store important legal & financial information in your secure document vault and share privately when needed
  • Get access to Valuations and Statements of your current investments.
  • Submit a question to a member of the McGarvey Jones team at any time.
  • Ensure that any changes to your circumstances can be managed effectively by your team

To begin using Client Centre simply;

  1. Register your interest in using Client Centre with us by the link below or talk to your advisor
  2. We will setup your secure Client Centre and our staff will load all your current details into the site together with any information we hold about you
  3. Signup for a Microsoft account and login to view your portal
  4. We can facilitate your obtaining a Microsoft account and then assist you in logging in to your own portal
  5. If you already have an established Microsoft account you can use it to login to your portal
  6. You can then upload any documents, invite family and industry professionals (ie legal, accounting) to join the centre
  7. Collaborate and manage your finances in one secure centre ensuring Family and your Team are always up to date

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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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