Analyse

This is the stage where the highly qualified team at McGarvey Jones, quite often supported by the vast resources of St. James’s Place, begin the detailed analysis of your current situation versus your life stage goals. If there are existing arrangements in place we obtain the granular detail about these on your behalf. Next, we generate options to help you achieve your goals and objectives and begin to finalise the strategy that will form the basis of our advice.

Prev post Understand

At this stage we hold a face-to-face meeting with you to begin gathering all the…

Next post Strategise

At this point in the process and for more complex situations we will provide a…

Join our e-briefings service to get monthly insights and financial news straight to your inbox

Signup for E-Briefings
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.

Copyright Richard McGarvey & Co Wealth Management Limited © 2022