James McGarry is a seasoned Corporate and Private Client Advisor at Positive Solutions, where he leverages over three decades of experience in the financial services sector to deliver tailored financial strategies for high net worth individuals and corporate clients alike. Since graduating from the State...
James McGarry is a seasoned Corporate and Private Client Advisor at Positive Solutions, where he leverages over three decades of experience in the financial services sector to deliver tailored financial strategies for high net worth individuals and corporate clients alike. Since graduating from the State University of New York in 1992, James has honed his expertise in holistic financial planning, specializing in pre and post-retirement planning, as well as tax-efficient investment strategies. His in-depth understanding of the complexities surrounding pensions reform and auto-enrollment positions him as a trusted advisor for companies navigating these critical changes.
At Positive Solutions, James is instrumental in advising corporate clients on comprehensive employee benefits packages, including Group Protection schemes such as Group Private Medical Insurance, Death in Service benefits, Group Critical Illness coverage, and Income Protection plans. His ability to integrate these offerings into a cohesive financial strategy not only enhances employee satisfaction but also strengthens organizational resilience.
James's commitment to providing exceptional service is evident in his meticulous approach to financial advisory, ensuring that each client's unique needs are met with precision and care. His extensive knowledge of investments, savings, and wealth management allows him to craft bespoke solutions that align with clients' long-term financial goals. As a thought leader in the financial advisory space, James continues to stay ahead of industry trends, ensuring that his clients benefit from the most current and effective financial strategies available.
