At this point in the process and for more complex situations we will provide a strategic view point ahead of the detailed financial recommendations and proposals. We will do this either over the telephone or at a face-to-face meeting. You will only be asked to make in-principle decisions at this point. It is also an opportunity to clarify any aspects of the proposed recommendations that will follow.

Prev post Analyse

This is the stage where the highly qualified team at McGarvey Jones, quite often supported…

Next post Implement

At this meeting we will provide all of the necessary regulatory information about the proposed…

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 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