Explore

For clients who are new to McGarvey Jones this is the first stage. We engage with you in a face-to-face meeting, a scheduled telephone or Skype conversation. We will have an exploratory discussion with you in order to build an initial picture of your goals and objectives personally as well as financially. We will gain a high level view of your circumstances and needs as well as providing a more detailed explanation of the service we could offer you.

Next post Understand

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

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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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