An Associate Partner of St. James's Place Wealth Management
My main objective is to ease your stress and worries regarding both your current and future financial decisions by building a long-term relationship and working together to help you meet your financial goals however big or small.
We offer an excellent wealth management service which will help you achieve your goals
Having tried on numerous occasions to organise our pensions, we were close to giving up until Rebecca as St. James' Place was recommended to us. we could not be more grateful to Rebecca McGinty. She is incredibly approachable and friendly as well as knowledgeable and informative. We are incredibly grateful for all her hard work and would recommend her services.
We have found Rebecca to be extremely professional and knowledgeable and she has really helped us to manage our finances. We wouldn’t hesitate to recommended Rebecca friends and colleagues and have done so on a number of occasions. Rebecca is very personable, communicative and shows an excellent customer service ethos.
Thank you again it’s been a pleasure dealing with such a professional warm friendly person like you, what I thought was really daunting has been made so simple and easy and we thank you very much, we will continue to spread the word on your efficient service.
Rebecca has recently helped sort out my messy pensions, I find her so kind and understanding and a superb professional who knows her market and product so very well! I recommend Rebecca 110%!
Rebecca was a joy to work with. She approached my financial requests in a professional and knowledgeable way with a friendly approach that made the process of talking about finance easy to do. I would recommend contacting her and seeing how she can help you understand your current position and whether it is right for you to invest.
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 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.