About Richard McGarvey
Richard McGarvey is a company based in Manchester (United Kingdom) founded in 2015. It operates as a B2C, and B2B. Richard McGarvey offers products and services including Investment Planning, Retirement Planning, and Protection Planning. Richard McGarvey operates in a competitive market with competitors including Ascot Lloyd, Quilter, 7IM, Manx Financial Group and True Bearing, among others.
- Headquarter Manchester, United Kingdom
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Oath Wealth Consultants Limited
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
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Products & Services of Richard McGarvey
Richard McGarvey offers a comprehensive portfolio of products and services, including Investment Planning, Retirement Planning, and Protection Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for managing and growing client investments effectively.
Advice on securing financial stability during retirement years.
Strategies to protect wealth against risks and uncertainties.
Funding Insights of Richard McGarvey
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Richard McGarvey
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Richard McGarvey
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Richard Mcgarvey Comparisons
Competitors of Richard McGarvey
Richard McGarvey operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Ascot Lloyd, Quilter, 7IM, Manx Financial Group and True Bearing, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of financial advisory services
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| domain | founded_year | HQ Location |
Quilter is engaged in providing financial advice and investment management.
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| domain | founded_year | HQ Location |
Investment management and financial planning services are provided by 7IM.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients internationally.
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| domain | founded_year | HQ Location |
Financial advisory services
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| domain | founded_year | HQ Location |
Investment management focused on financial planning is provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Richard McGarvey
When was Richard McGarvey founded?
Richard McGarvey was founded in 2015.
Where is Richard McGarvey located?
Richard McGarvey is headquartered in Manchester, United Kingdom. It is registered at Manchester, Greater Manchester, United Kingdom.
What does Richard McGarvey do?
McGarvey Jones Financial Planning, operated by Oath Wealth Consultants Limited, delivers personalized wealth management services including investment planning, retirement strategies, and protection advice. Based in Preston, Lancashire, they focus on building long-term relationships with individuals, businesses, and private clients to preserve and grow wealth across generations. Services cover corporate needs and intergenerational wealth management, emphasizing high-quality financial guidance.
Who are the top competitors of Richard McGarvey?
Richard McGarvey's top competitors include Quilter, Ascot Lloyd and Manx Financial Group.
What products or services does Richard McGarvey offer?
Richard McGarvey offers Investment Planning, Retirement Planning, and Protection Planning.