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
   

 Access our latest financial guides & factsheets



Annuity Family Succession Planning   Investments Income Investing
Guide to Family Succession Planning

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  Guide to Income Investing

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Money Matters May/June 2017 Protection Matters   Investments Money Matters Sept/Oct 2017
Guide to Protection Matters

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  Money Matters Sept/Oct 2017

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Annuity Investing   Investments Investing and Inflation
Guide to Investing

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  Guide to Investing and Inflation

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Annuity Money Matters July 2017   Investments Long Term Care
Money Matters July/August 2017

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  Guide to Long-Term Care

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Money Matters May/June 2017 Money Matters May 2017  
Money Matters May/June 2017

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Annuity Lifetime ISA   Investments Retirement Planning
Guide to Lifetime ISA

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  Guide to Retirement Planning

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Annuity Estate Preservation   Investments The New Inheritance Tax Rules
Guide to Estate Preservation

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  Guide to The New Inheritance Tax Rules

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Annuity 2016/17 Year End Tax Planning   Investments New Year Wealth Planning
Guide to 2016/17 Year End Tax Planning

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  Guide to New Year Wealth Planning

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A Guide to Retirement 2017 Investment Outlook   A Guide to Retirement Individual Savings Accounts
Guide to 2017 Investment Outlook

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  Guide to Individual Savings Accounts
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Annuity Money Matters November 2016   Investments Investment Matters
Money Matters October/November 2016

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  Guide to Investment Matters

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Annuity Financial Plan   Investments Lifetime Allowance
Guide to Protecting Your Financial Plan

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  Guide to the Lifetime Allowance

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Annuity Investment Management   Investments Money Matters September 2016
Guide to Active and Passive Investment Management

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  Money Matters September/October 2016

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  Investments Investment Planning


  Guide to Investment Planning

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Annuity Protecting Your Estate   Investments Retirement Options
Guide to Protecting Your Estate

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  Guide to Retirement Options

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A Guide to Retirement Professional Finacial Advice   Investments LISAs
Guide to Professional Finacial Advice

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  Guide to LISAs

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  Investments New State Pension


  Guide to the New State Pension

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Annuity Investing For Children   Investments Income Protection
A Guide to Investing For Children

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  A Guide to Income Protection

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  A Guide to Wealth Preservation Wealth Preservation


  A Guide to Wealth Preservation

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Inheritance Tax Inheritance Tax Planning   A Guide to Wealth Management Wealth Management
A Guide to Inheritance Tax Planning

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  A Guide to Wealth Management

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Asset Allocation Asset Allocation  
A Guide to Asset Allocation

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Trusts Trusts   A Guide to Wealth Protection Wealth Protection
A Guide to Trusts

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  A Guide to Wealth Protection

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Annuity Annuity   Auto Enrolment Auto Enrolment
A Guide to Retirement

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  A Guide to Annuity

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Personal Pensions Personal Pensions  
A Guide to Self-Invested Personal Pensions
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Wealth Creation Guide Wealth Creation   Financial Independence Guide Financial Independence Guide
A Guide to Wealth Creation

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  A Guide to Financial Independence

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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 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
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