McConville Financial Planning
Joe McConville
CeMAP
Joe is passionate about helping people achieve financial security. With a previous background in banking and mortgages, he discovered that financial planning allows him to build deeper relationships with clients, offering them personalised guidance and a trusted partnership in shaping their financial futures.
About
At McConville Financial Planning, Joe is dedicated to helping clients build financial security and achieve lasting success. He understands that confidence and stability are essential to a fulfilling life, and his goal is to provide expert guidance and personalised strategies that empower clients to take control of their financial future with clarity and assurance.
With a decade of experience in banking and mortgages at Lloyds Banking Group, Joe takes a tailored, goal-focused approach to financial planning. He recognises that financial wellbeing is a continuous journey, not a single destination, and he is committed to supporting clients through every stage. Whether it’s growing wealth, preparing for retirement, optimising tax efficiency, or making informed investment decisions, Joe offers the expertise and strategic insight needed to help clients achieve financial independence.
If you’re ready to take charge of your financial future, McConville Financial Planning is here to guide you. With trusted advice and a client-centred approach, we’ll help you reach your goals, build lasting stability, and move forward with confidence.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 29/05/2025
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.
