McGarvey Jones Financial Planning is a Partner Practice of St. James's Place Wealth Management, a FTSE 100 company, which means that our clients are able to benefit from in depth professional expertise, a distinctive approach to Investment Management and perhaps most significantly offer a guarantee, backed by St. James's Place, to the suitability of the advice given when recommending any of the wealth management services available from the companies in the group.
We are committed to face-to-face financial planning designed to suit clients’ individual long-term requirements. We are able to access to a wide range of products and services that can be tailored specifically to 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 direct access to many of the top fund management teams across the globe.
Charity is also important to us and we are active supporters of the St. James's Place Charitable Foundation (more information can be found at www.sjpfoundation.co.uk).
An investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels of bases and taxation and relief from taxation can change at any time and are dependant on individual circumstances.