WORKING WITH YOU
At McGarvey Jones Financial Planning we recognise that our clients are central to everything we do. We understand that there are a variety of challenges at different life stages therefore our mind-set is not short term.
We are committed to developing long-term relationships with our clients to help them build, preserve and protect their wealth during their lifetimes and to pass it to successive generations.
As a client of McGarvey Jones you will experience a number of benefits from a relationship with us, by:
Knowing that your hopes, dreams, goals and aspirations are fully understood before we offer any advice, services or products.
Focusing on your priorities and ensuring that our dealings with you are always sensitive to your particular needs and circumstances.
Feeling secure in the knowledge that you are being looked after by a firm that will keep your personal and financial interests in trusted hands.
Fully understanding our service proposals before making any decisions whilst having the support and backing of a FTSE 100 company, namely St. James’s Place Wealth Management.
Being able to receive a face-to-face service, from the outset, that is matched to your individual circumstances.
Knowing that we offer you a friendly and accessible relationship which encourages your input and provides you with clear and transparent communication.
Feeling confident that we put you firmly at the centre of everything we do on your behalf.
Organised and dedicated management of your plan, reviewed regularly and encompasses the flexibility to change as your situation dictates.
Whether you have a long-standing relationship with us or you are meeting us for the first time we are delighted to be working with you!
Individual circumstances dictate the type of services that you require but the process of providing advice is similar in all cases.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.