About us

McGarvey Jones Financial Planning was established in 2015 as a Partner Practice of St. James's Place. At the beginning of 2022, after over 30 years in the industry, Richard McGarvey, the company's founder, retired from the business and handed over the reins to its new Principals Steve Moy and Tim Vickers.

As a client of McGarvey Jones you will experience a number of benefits from a relationship with us:

  • 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 St. James's Place.
  • 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.