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
   
 
 
   

The value of a second opinion is accepted throughout professional life and should
not be seen as questioning the advice that has been received but, as confirmation
that the proposed action plans are valid and worthwhile.

The ever-changing world of pensions, the movements in world equity markets, and
the changes to taxation of investments collectively and individually can have a
significant impact upon your financial health.

Additionally, with governing regulations continuing to change, it is important that the arrangements you have, meet the objectives you have. It is also important that you review your own circumstances as these will change with time.

The aim of our Second Opinion Service ‘SOS’ is to provide you or your company with
the reassurance that the plans you have in place, or those that have been
recommended to you, meet the objectives you have. Read More

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