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Raymond McGonigle

DipPFS

Our aim is a simple one: to provide the opportunity of financial freedom to our clients.

The freedom to make the best decisions for your family or business based on your personal aspirations, with the knowledge that your finances are focused towards this goal.

About

RMG was founded by Principal Raymond McGonigle in 2009. Having spent the last decade in the financial services arena, working for some of the industry’s most respected names, Raymond was invited to join the prestigious St. James's Place and saw this is an ideal opportunity to align his financial planning skills with a premium wealth management service.

Having worked for many large companies I recognised the benefits of the research and technical resources that could only be provided by larger organisations. However the benefits of size were somewhat diluted by the requirements of the corporate machine with the all too familiar impacts on client service and continuity.

St. James's Place offers the ideal solution, the research and resources of a leading wealth management company, with the individual attention offered by a personalised service managed and controlled by myself.

Raymond promotes the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that he offers.

In particular Raymond specialises in Retirement & Investment Planning and Inheritance Tax Planning, holding the advanced qualification G60 Pension planning and G10 Taxation & Trusts*, this level of specialisation allows him a greater understanding of these complex subjects assisting greatly with the recommendations made.

The proposition from RMG is reinforced by its ability to utilise other specialist advisers within the Partnership, we firmly believe that the opportunity to access highly qualified and experienced professionals assists us in making the best recommendations possible to our clients.

*Trusts are not regulated by the Financial Conduct Authority

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Advice and services

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

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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.

SJP Approved 08/10/2024

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.