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
   
   
   

Overview
Investments can take many forms but are generally categorised as either equity or
fixed interest, growth or income, short term or long term, domestic or international
etc. The type of investment chosen will depend upon its purpose and proposed
duration. We understand that all clients have a different attitude to risk depending
on their personal circumstances and preferences and also that the tax treatment of
each product can be an important consideration.

The value of investments and income from them can fall as well as rise and you may
not get back the full amount invested. Past performance is not necessarily a guide to future performance.

How we can help
Our aim is to ensure your investments are competitively priced and tax efficient with good performance potential.

In order to achieve this, our Wealth Management Service includes:

  • An analysis of your existing portfolio, measuring performance, tax efficiency
    and potential to meet your future objectives.
  • Researching the market to identify, recommend and implement the most
    suitable products for you.
  • Periodic reviews of your investment portfolio.
  • Assistance with tax planning.

Advice and Services
To make the best recommendation for our clients, we offer advice on a wide range of investments from the whole market, including:

  • Savings Accounts
  • National investments (NS&I)
  • Individual Savings Accounts (ISAs)
  • Investment Bonds
  • Unit Trusts
  • Investment Trusts
  • Offshore Investments
  • Enterprise Investment Schemes
  • Venture Capital Trusts (VCTs)


Since we are completely impartial we select products from the entire market place and always take into account factors such as the economic outlook, tax implications, past performance, product charges, the fund managers’ investment style and, most importantly, the clients attitude to risk.


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