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.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Joe McAreavey

21 The Calls, Chancellor Court, Leeds, West Yorkshire, LS2 7EH

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Joe is a very pleasant and trustworthy professional. He analysed my pension and current finances effectively, producing a very accurate and detailed report. This allowed me to make informed decisions for myself and my families future needs. He offered advice freely which secured a tax refund and improvements to my workplace pension. I would highly recommend Joe to anyone seeking financial advice.
R Stalmach
The levels and bases from taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
We have known Joe about 7 years. We both felt very comfortable with Joe. We found him to be honest and trustworthy. Joe has always provided sound financial planning advice and we would recommend his services to anyone.
J & M Thorp
Joe has always put my interests first. I find him very pleasant and trustworthy. I would have no hesitation to recommend him.
D Wilson

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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: Dipford House, Queens Square Huddersfield Road, Honley, Holmfirth, HD9 6QZ.
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Joe McAreavey
GEM Wealth Management Limited