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Intergenerational Planning Brochure

An insight into how we help our clients maximise and protect their wealth across multiple generations.

Our Client Charter

Discover more about McGarvey Jones and our client centric approach.


Protecting Your Legacy

Do you want to leave an inheritance or a legacy?

This video explains how we help our clients with financial planning across multiple generations to minimise inheritance tax, protect their legacy and protect the family future.

Protecting Your Legacy

Why do you need a family financial plan?

Discover how our clearly defined financial plans help our clients accumulate and protect their wealth in the most tax efficient way.

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McGarvey Jones

The Partner Practice 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.

McGarvey Jones Financial Planning is a trading name of Richard McGarvey & Co Wealth Management Limited. Richard McGarvey & Co Wealth Management Limited is registered in England and Wales, Number 09760446. Registered Office: 2a Swordfish Business Park Swordfish Close, Higgins Lane, Burscough, Lancashire, United Kingdom, L40 8JW.

Copyright Richard McGarvey & Co Wealth Management Limited © 2018