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
Nobody knows for sure what’s around the corner and although we always hope
for the best, it makes sense to prepare for the worst. By planning ahead and taking
out insurance to cover the things we care for most we can ensure we have one less
thing to worry about.

How we can help
The potential areas to think about are many and diverse.  Our aim is to develop the
most appropriate and cost effective solution for you to meet your protection requirements.

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

  • An analysis of your protection needs.
  • Reviewing your existing arrangements – consideration will be given to the
    level and type of benefit(s) included as well as costs.
  • Researching the market to identify and recommend suitable alternative
    products for you – and implementing these (where appropriate).
  • Periodic reviews of your protection needs.

Advice and Services
To make the best recommendation for our clients, we offer advice on a wide range
of protection products including:

  • Life Cover
  • Critical Illness Cover
  • Income Protection
  • Mortgage Protection
  • Private Medical Insurance
  • Long Term Care
  • Keyman Cover
  • Group Life Cover – for employees
  • Group Medical Benefits – for employees


Since we are completely impartial we select products from the entire marketplace to
find the most appropriate policy for your needs and circumstances.



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