Financial Consultants

McGarvey Jones Financial Planning

McGarvey Jones Financial Planning is a financial consultancy firm located in Manchester, England. They provide a range of financial services to their clients, including financial planning and consultation. With their expertise and experience, they aim to help their clients achieve their financial goals and secure their future. McGarvey Jones Financial Planning is committed to providing personalized and reliable financial advice to their clients.

Introduction to McGarvey Jones Financial Planning

McGarvey Jones Financial Planning is a financial consulting firm located in Manchester, England. Founded in 2010 by two experienced financial consultants, the company's purpose is to provide personalized financial services to individuals and businesses. What makes this company unique is their client-focused approach to financial planning, where they prioritize understanding their clients' goals and values before creating a customized financial plan.

Services & products

McGarvey Jones Financial Planning offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning. They also provide business services such as employee benefit plans and business succession planning. Clients can expect personalized financial plans tailored to their specific needs and goals.

Location

Located on the 7th floor of Sunlight House on Quay St in Manchester, McGarvey Jones Financial Planning is situated in the heart of the city's financial district. The area is home to various businesses, including law firms, accounting firms, and financial institutions. Clients can expect a professional and bustling atmosphere. The closest public transportation options are Manchester Piccadilly train station (0.4 miles), Manchester Victoria train station (0.6 miles), and St Peter's Square tram stop (0.1 miles).

Benefits

Clients should choose McGarvey Jones Financial Planning for their personalized approach to financial planning. The company takes the time to understand their clients' needs, goals, and values before creating a customized financial plan. They also provide ongoing support and guidance to ensure their clients' financial plans remain aligned with their goals.

Good to know

Clients should be aware that McGarvey Jones Financial Planning is a fee-based firm, meaning they charge a fee for their services rather than earning commissions from investments. This ensures that their advice is unbiased and in their clients' best interest.

Reviews

Clients have praised McGarvey Jones Financial Planning for their personalized approach and quality of service. Many have noted the team's expertise and professionalism. Clients have also appreciated the ongoing support and guidance they receive from the company.

Amenities

computer
wi-fi
meeting room
coffee maker
reception desk
wheelchair accessible
financial advice
investment advice
tax planning
insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services, including investment planning, retirement planning, estate planning, tax planning, and insurance planning.

What experience do your financial consultants have?

Our financial consultants have years of experience in the financial industry and hold relevant qualifications such as CFP, CFA, and CPA. They also receive regular training to ensure they are up-to-date with the latest industry trends and regulations.

How do you charge for your services?

We charge for our services based on a fee-only model, which means we receive compensation solely from our clients and do not receive any commissions from third-party providers. Our fees are transparent and based on the complexity of the services provided.

Can you provide references or case studies of your past clients?

Yes, we are happy to provide references and case studies from our past clients. We understand that choosing a financial consultant is an important decision, and we want to ensure our clients have confidence in our abilities and track record.

How will you tailor your services to meet my specific financial goals and needs?

We take a personalized approach to financial planning and work closely with our clients to understand their unique goals and needs. We develop customized financial plans that are tailored to each client's individual circumstances and objectives. We also regularly review and adjust our plans to ensure they remain aligned with our clients' changing needs and circumstances.