Understand

At this stage we hold a face-to-face meeting with you to begin gathering all the necessary facts and information about your current and existing arrangements. We will seek to clarify and understand why you have made your existing financial decisions. We will record your key future life stage events and those of your family. At this meeting we will set out our terms of business and clarify our regulatory position. We take time to discuss the different types of risk associated with financial planning and most importantly record your own position on the investment risk scale. Finally we will re-visit your goals, aspirations and objectives in order to build a financial strategy for you.

Prev post Explore

For clients who are new to McGarvey Jones this is the first stage. We engage…

Next post Analyse

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

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