MJR Wealth Management is the independent financial advice arm of Mark J Rees
LLP,
a reputable Chartered Accountancy Practice founded in Leicester in 1938,
which
today provides a comprehensive range of business services to clients all
over
the
world.
We work closely together to bring our clients a greater range of expertise and
the convenience of having all their personal financial needs catered for by one
dedicated
team of advisers.
MJR Wealth Management provides truly independent financial advice which is
completely impartial and focused on what’s right for you. We charge an agreed
fixed fee for all of
the services we provide and we do not derive income from
commissions.
Many of our clients first came to Mark J Rees over thirty years ago and have never
looked back. We think that you won’t either.
Meet Our Dedicated Team
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David King DipPFS
During David’s thirty year career in Financial Services, he has gained significant experience of advising high net worth individuals, owner-managed companies and trusts. His focus is based entirely on giving the best advice available with a personal service to meets clients’ expectations.
David is a member of the Personal Finance Society and is fully authorised to advise under the Financial Conduct Authority stringent regulations.
He specialises in all forms of retirement planning and investment management for individuals, pension schemes and trusts.
Email David
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Amy Frost
Amy has followed a career in financial services since graduating from the University of Leicester with a BSc(Hons) in Mathematics in 2007.
She provides David with support in carrying out investment research, monitoring investment performance and managing portfolios. Whilst taking client enquiries, she also coordinates the administration team and is the first point of contact for insurance companies and providers.
Email Amy |
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MJR, Mark J Rees and MJR Wealth Management are trading styles of Mark J Rees LLP which is authorised and regulated by the Financial Conduct Authority, No 554459. Click to view the FSA Register. Mark J Rees LLP is a Limited Liability Partnership Registered in England & Wales Number OC362074. A list of members’ names is available at the business address Mark J Rees LLP, Granville Hall, Granville Road, Leicester LE1 7RU. Tel : 0116 2549018,
Email : info@mjrwm.co.uk
VAT Registration No. 114 4308 10
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