Collaboration with Legal Professionals


HomeCollaboration with Legal Professionals
At McGarvey Jones we cherish our collaborations with Legal Professionals. Our mantra of ‘Putting the client at the centre of everything we do’ means that building relationships with our clients various professionals is paramount to ensuring their interests are best served. Working hand-in-hand can help to ensure our mutual clients are always receiving the best advice possible.
Putting clients at the centre of everything we do.

How can we work better together?

Multi-generational planning, longer lifespan, earlier retirement, ever more complex estate planning and rising long term care costs are just some of the areas that Financial and Legal Advisers are mutually involved in helping clients plan for. Our holistic financial planning service ensures that we understand clients situation & goals in great detail, and these insights can help all parties when arranging clients legal matters.

Technology plays a big part too, one key service we provide to our clients and Legal partners is Lifetime Cashflow Modelling, which is a highly sophisticated service that allows us to forecast and model different scenarios around income and expenditure – during life and afterwards. It allows us to calculate and graphically show your clients whether they, and their families, can sustain their desired lifestyles at the key stages of life (when working and when retired). It also allows us to plan for significant events during a clients life. Therefore, providing an illustrative forecast of Inheritance Tax liability, ways we can mitigate it and the sustainability of wealth when taking into account long term care, which is a great asset if clients are seeking ways to provide a legacy from their estate.

Examples of collaborations utilising Lifetime Cashflow Modelling;

  • Forecasting financial requirement in the event of a life changing event
  • Helping clients plan finances and arrangements through a divorce
  • Multi-generational estate and inheritance tax planning
  • Planning for retirement and long term care
  • Business sale, exit and succession planning*
  • Help clients to understand what the impact to their financial position would be in different scenarios, i.e a downturn in the market, if they couldn’t work for 6 months or wanted to retire 5 years earlier.

Lifetime cashflow e-book

Download our e-book to see how Lifetime Cashflow can offer better client outcomes for Legal professionals.

Let’s talk about collaboration…

We are pleased to be exhibiting at the Law Manchester, The Lowry Hotel, Manchester on the 9th & 10th October, please visit us on Stand 13 or get in touch to talk direct today.

Please note;

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected any may fall as well as rise. You may get back less than the amount invested.

*Exit Strategies may include products and services that are separate and distinct to those offered by St. James’s Place.


At McGarvey Jones Financial Planning we recognise that our clients are central to everything we do. We are committed to long term relationships that help our clients build, preserve and ensure that their wealth is protected.


We would welcome a conversation about how we can work together to further improve our client service. Please do get in touch.

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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 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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