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
Retirement might be a long way off or just around the corner but it is important to remember that retirement planning involves much more than simply choosing a
pension. Proper retirement planning should integrate all areas of financial planning, especially considering other investments and estate planning issues.

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 create a medium to long-term plan to ensure that you have enough
income for your needs in retirement.

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

  • An analysis of your existing retirement planning arrangements, including
    pensions, measuring investment performance and potential to meet your future ojectives.
  • Researching the market to identify, recommend and implement the most
    suitable products for you.
  • Periodic reviews of your investments to ensure your objectives for retirement planning remain on track.
  • When the time comes to retire, identify the most suitable retirement solution
    for you to maximise the use of all assets and secure your income in retirement.

Advice and Services
To make the best recommendation for our clients, we are able to advise on the
following:

  • State Pensions
  • Stakeholder Pensions
  • Personal Pensions
  • Group Personal / Stakeholder Pensions
  • Retirement Annuity Contracts
  • Executive Pension Plans
  • Self Invested Personal Pensions (SIPPs)
  • Small Self Administered Schemes (SSAS)
  • Pension Drawdown
  • Auto Enrolment


Each of the above is designed for a specific purpose and should be considered
carefully. Some arrangements are purposefully designed with the business owner
in mind, others for the self employed and yet others for employees, so careful consideration of your options is paramount.

Our advisers have achieved the industry’s highest level of competency in this
complex area, and they support their credentials by maintaining an up-to-date
knowledge of legislation, providers and products.


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