4 Retirement Planning
  Overview
 
  Advice and Services
   
 
3 Investments
 
 
 
 
   
2 Estate Planning
  Overview
  How we can help
   
   
1 Protection
  Overview
  How we can help
  Advice and Services
   
 
 
   

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

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 meet 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.

A keen supporter of Leicester Tigers, David is also an active sportsman enjoying the thrills of off-road mountain biking and off-piste skiing.

Email David

   

Giles Moore DipFA MLIBP

Giles has worked within financial services since 1997 for both insurance companies and Independent Financial Advisers. He is David’s Paraplanner, which involves technical research and producing suitability reports for our clients. Giles holds the Diploma for Financial Advisers (DipFA) and is also a Member of the London Institue of Banking and Finance (MLIBP). He is currently working towards achieving his Chartered status.

Giles is an avid rugby fan and holds a season ticket at Leicester Tigers, he is also a keen musician having played the guitar for many years. He also enjoys world travel and is working through a bucket list of exotic (and less exotic!) locations.

Email Giles

   

Pam Dhinsa

Pam joined the Wealth Management team in 2013 after obtaining a BSc in Sociology and Politics at Aston University. She provides administrative support to the team and amongst other tasks is responsible for maintaining the investment research programme.

Pam confesses to being a passive sportswoman keenly following football and a wide variety of other sports.

Email Pam

   

Sally Lydon

Sally is the administrator for the Wealth Management team, providing administrative support to David and the rest of the team. She returned to her native Leicester after living and working in Devon for 10 years.

Sally enjoys live music and reading crime fiction in her spare time.

Email Sally

 

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 Financial Services 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