Mark McNally
DipPFS
I provide bespoke wealth management advice to private and corporate clients in and around the North of England.
About
I have been helping clients achieve their financial goals for the last 25 years.
Planning a financially secure future for you, your family or your business is one of the most important decisions you will ever make. My aim is to work with you very closely to ensure you make the right choices at the right time along the way.
As a priority, it is vitally important to regularly review your financial objectives on a consistent basis, on an annual basis as a minimum. This is to take account of the ever-changing global financial landscape, as well as changes in legislation and tax which may have a negative impact on the value of your portfolio. With regards to reviewing your portfolio, we fully understand that one size fits all approach simply does not work, therefore we tailor make a review plan to suit your individual needs and requirements.
As a Senior Partner Practice of St. James's Place, Mark McNally Wealth Management Ltd is supported by the experience and expertise provided by the St. James's Place unique approach to investment management. The investment committee are free to choose the most consistent fund managers from any fund management company on a global basis, to help potentially achieve greater returns over the medium to long term.
The value of any investment with St. James's Place is directly linked to the performance of the funds selected and may fall as well as rise over the term of the investment. You may get back less than the original amount invested.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 06/03/2023
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.
Mark McNally Wealth Management Ltd is registered in England and Wales, Number 8478802. Registered Office: 3 Pickersgill Court, Quay West Business Village, Sunderland, Tyne & Wear, SR5 2AQ.
