An Associate Partner Practice of St. James's Place Wealth Management

GEM Wealth Management

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Joe McAreavey

FPFS Cert CII (MP) Chartered Financial Planner
The advice that I provide is a bespoke personal service tailored to meet the unique requirements of individual and corporate clients in all aspects of wealth management and financial planning.

About

Joe provides bespoke financial planning and wealth management advice to individuals, trustees and businesses across Yorkshire and the wider UK.

With over 17 years’ experience in the financial services sector working for Lloyds Banking Group, this experience has provided the expertise to ensure his advice is tailored to meet your financial priorities and objectives, with the aim of building long term inter-generational relationships through a service led proposition for you, your family and business on an ongoing basis.

Joe places a strong emphasis on his Professional Development being a Chartered Financial Planner, and he is also a Fellow of the Chartered Insurance Institute (CII). He is committed to ensuring that his industry knowledge remains up to date and relevant, and this ultimately ensures he can provide the best advice to his clients.

Outside of work, Joe enjoys spending time with his family, watching football, and going to the gym. He keeps himself busy as he is also a local School Governor and the football coach of his son’s football team.

GEM Wealth Management was established in 2018, when its Director Joe McAreavey accepted an invitation to join St. James's Place Wealth Management.

We live in a constantly evolving world, with significant changes having already occurred in financial services, legislation, and political environments. Add to this volatile investment markets, and it's easy to see why we believe building long term relationships, with regular face-to-face reviews, is essential to helping clients financial plans remain on track for their objectives.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.

Testimonials

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Joe is kind, compassionate, caring, understanding and patient. He wants the best for his clients. Kindness is vastly overlooked in today’s society. Kindness when dealing with money and financial matters do not often go together. Joe is unique in this respect because kindness (as well as other qualit...
Christine Barstow |Counsellor/Supervisor, West Yorkshire

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St. James's Place Guarantee

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.

GEM Wealth Management is a trading name of GEM Wealth Management Limited. GEM Wealth Management Limited is registered in England and Wales, Number 11587912. Registered Office: 1 Mariner Court, Calder Park, Wakefield, WF4 3FL.