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
Rebecca's been an absolute boon in reviving my pension, which I had ignored for far too long. She chased the indolent company which held it until they finally released everything, keeping me informed throughout. Now my pension's growing faster and I feel confident that it'll be well looked after by St. James's Place: confident enough to transfer my ISA there, too.
We had complete confidence in Rebecca handling our pension options. Throughout Rebecca has been on the ball, competent, knowledgeable and speedy. We would not hesitate to recommend her. It was a pleasure working with her.
I’m really glad I chose Rebecca to review my pensions. It’s something I’d been putting off for a while, because I didn’t really understand what I had or know what to do with them. But Rebecca made it really easy. She explained it all in straightforward language and made recommendations based on what was right for me. I’ve consolidated the pensions I could into one and I feel that they are in really safe hands with Rebecca and St. James’ Place now. I would highly recommend Rebecca and will look forward to my annual reviews!
Pensions has never been a favourite subject, I guess because I never fully understood them. Rebecca was absolutely fantastic, very patient, thorough and explained everything very clearly. For the first time I understood what I was getting and how it all works. I actually enjoyed talking about my pension with Rebecca. I would highly recommend Rebecca, she is an absolute pleasure to deal with.
Rebecca was friendly and professional in her approach. She cares about her clients and this really comes across. She was able to clearly demonstrate the reasoning behind her proposals and I would recommend her to anyone seeking pension and wealth management advice.
Rebecca has been supporting me with a wide range of financial situations over the last few years. I’ve always found her to be very approachable and highly professional. She always answers any queries, and offers advise that is suitable to my personal requirements. Its been a pleasure doing business with her, and I will continue to see her expertise in the future.
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.