An Associate Partner Practice of St. James's Place Wealth Management
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.
We offer an excellent wealth management service which will help you achieve your goals
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 qualities) goes with everything Joe is connected to in his professional work. Financial wellbeing is vital. Joe has helped me make clear decisions by explaining my options in very clear ordinary language. Joe is extremely knowledgeable and experienced in financial matters. Above all he is able to allay fears and anxieties in a calm, reassuring manner. I recommend Joe McAreavey for any financial advice/guidance. I have already passed Joe’s details to friends and family.
Although Joe has only been looking after my account for a short period of time, the information he has given me has been excellent. He has a really good work ethic. I feel he goes the extra mile for his clients. I would not hesitate in recommending him to my friends and family. His support has been exceptional. My son and daughter in law are now his clients as well.
Joe McAreavey is such an understanding man, he listens to your needs to make the right decisions to satisfy you. No frills, just perfect advice with a smile every time. Worth making an appointment with any time, anywhere. I would recommend him as perfection personified.
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.
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.
Joe has always put my interests first. I find him very pleasant and trustworthy. I would have no hesitation to recommend him.
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.
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.