Who you are working with
McGarvey Jones Financial Planning was established in 2015 as a Partner Practice of St. James’s Place Wealth Management, a FTSE 100 Company, after joining forces with a Manchester based advice firm established in 1990.
Collectively, our advisory team have over 100 years of experience in the field of financial planning.
In order to deliver outstanding service we believe that people are the most important factor in the equation. We are committed to face-to-face financial planning designed to suit clients’ individual long-term requirements. Our business is supported by highly qualified financial planners and our practice support staff.
It is our belief that teamwork is vital and everyone has an equally important role to play. On-going commitment to the development of our people is critical to our client service delivery standards therefore everyone in the company follows a personally tailored development plan.
Being a Partner Practice of St. James’s Place means that our clients could benefit from in depth professional expertise and a distinctive approach to Investment Management.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
After nearly thirty years of experience in the financial services sector and as the world continues to develop so rapidly I feel that the need for our service by consumers is greater than ever before. Our role is simple; to help our clients achieve their life goals and objectives through a sophisticated process of education, detailed planning and delivering pragmatic and tangible solutions which add value.
My vision for McGarvey Jones is to provide a culture that embraces personal development for our clients, staff and other business associates so that everyone concerned realises their potential. We have built a young, highly talented and client centric team who are focused on providing first class service standards now and in the future. I am very proud of them all.
My competitive nature compliments my love of golf and a desire to maintain an active and healthy lifestyle. I am a lifelong supporter of Liverpool FC as well as enjoying good food and foreign travel.
Richard McGarvey (DipFS ACSI)
I’ve worked in various roles in the financial services sector for over 20 years, but I can honestly say that I’ve never enjoyed a role more than working for McGarvey Jones. I love nothing more than building long-term relationships with clients and assisting the Practice in providing the highest level of service, along with helping my colleagues and peers in achieving their goals, no two days are the same; every challenge gives me a sense of achievement on a daily basis.
I look after a team that are highly motivated, professional and dedicated, no task is ever too much, we’ve worked hard to create a team environment with a “can do attitude” which I’m proud to say is one of the many assets of the company. In my spare time I enjoy socialising with family and friends and love to travel as much as possible.
Head of Practice Operations
Since graduating from Manchester Metropolitan University with a First Class (Hons) degree in Financial Services Planning and Management, I have gained valuable experience at both McGarvey Jones and in Hong Kong with St. James’s Place on an internship programme, to further my understanding of the Asian markets and the St. James’s Place approach to Far Eastern investment strategies.
I enjoy working with both clients and colleagues at McGarvey Jones because I enjoy interacting with people and helping people to achieve their lifestyle goals in the correct way. I believe teamwork is very important in our profession and I always aim to make sure my contribution helps us to deliver consistent high levels of service for our clients.
In my spare time I enjoy spending time with friends and family, foreign travel, live music, playing golf and watching Liverpool FC.
Joseph McGarvey (Dip PFS)
I have worked in the financial services profession for six years in both London and Manchester and hold the Chartered Insurance Institute Diploma in Regulated Financial Planning. In 2019 I was pleased to be awarded the Insurance Institute of London’s Diploma in Regulated Financial Planning Prize, which is awarded for being the highest achiever of all IIL candidates in the Diploma in Regulated Financial Planning. I am now planning to progress to Chartered Financial Planner level. Prior to this I graduated with an honours degree from Lancaster University.
I believe communication is important in our industry and I enjoy working at McGarvey Jones because our approachability allows us to build meaningful relationships with our clients and other professionals. Longer term I want to develop my role so that I can spend more time helping clients achieve their goals.
Outside of work, I enjoy live music and try to keep up with the latest fitness trends.
Helen Harrison (BSc Hons, Dip PFS)
Financial Planning Consultant
I have worked in financial services for 5 years and I am working towards the Chartered Insurance Institute’s Diploma in Financial Planning. I like working at McGarvey Jones as the team are extremely knowledgeable and supportive. I enjoy the technical aspect of Financial Planning, and providing an excellent service for all of our clients.
Outside of work I spend a lot of time with family and friends and love going up to the Lake District. I am also a Bolton Wanderers supporter, and have a huge passion for music.
Practice Support Executive
I have worked in Financial Services for two years, coming from a Corporate Banking background I felt joining the family business was a great way of achieving my goals in the long term. I am working towards a management qualification which will further my development and career here at McGarvey Jones. I enjoy working at McGarvey Jones because the team here are hard working, focussed on developing and hold the clients best interests as a main priority. After playing football at a high level when I was younger I know the importance of a strong team in order for success.
In my spare time I enjoy spending time with friends and family as well playing football and golf whenever I get the chance. As a Liverpool FC fan I also enjoy watching them play whether that is on the television or at Anfield.
Practice Operations Executive
Our Guiding Principles
McGarvey Jones has a set of values that we live by, these ensure our clients interests are always at the forefront of our work.
We offer complete transparency to our clients, demonstrated by complete mutual understanding before advice and decisions are made.
We are honest about the way we carry out our business and how we are remunerated.
Clients of McGarvey Jones can be confident that they are being looked after by a firm where fair dealing is central to its culture.
We are committed to offering a face-to-face service for all of our clients. We take wealth management very seriously and believe that financial planning can only be effectively delivered by having personalised relationships with our clients.
All of our staff continue to keep ahead of market and legislative developments via individual and collective development programmes. In turn we commit to keeping our clients up to date with new products, services and legislation. We continuously seek ways of improving our service and welcome feedback from our clients.
Being a Partner Practice of St. James’s Place means that we are able to offer an advice guarantee. Put simply, this means that St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website.
ABOUT ST. JAMES’S PLACE WEALTH MANAGEMENT
St. James’s Place recognise that no single investment house has a monopoly on investment expertise. Hence, they provide access to a carefully selected group of external managers of outstanding ability to manage their range of funds. The external fund managers are selected and closely monitored by the Investment Committee on behalf of our clients.
The St. James’s Place Investment Committee is, in turn, supported by a number of independent external consultancies that are able to provide extensive research into the investment management universe.
The Investment Management approach involves searching and after thorough due diligence, selecting the most suitable fund managers from across the globe. The fund managers performance and suitability is then constantly monitored and reviewed to ensure a consistent approach.
To provide you with added peace of mind and reassurance, St. James’s Place guarantees the suitability of the advice given by its members of the Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are available on the group’s website at www.sjp.co.uk/products
We are able to offer our clients two main routes to professional investment management via the distinctive St. James’s Place Investment Management Approach or via Discretionary Fund Managers, Rowan Dartington, the discretionary fund management and stockbroking arm of St. James’s Place. Depending on our clients’ investment objectives and attitude to risk we will recommend either one of these options or alternatively a blended approach.
In addition to investments we are able to access a wide range of financial products, tax “wrappers” and services that can be tailored specifically to our clients’ needs, making it easier and simpler for them to manage their wealth. We offer advice ranging from retirement and estate planning, through to investment management that offers access to many first-class fund management teams across the globe.
The value of an investment with St. James’s Place or Rowan Dartington may fall as well as rise. You may get back less than the amount invested.