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
   
 
 
   

Tell Me More about ‘SOS’ . . . .

‘SOS’ will be delivered to you as a fully comprehensive report. Firstly, we will obtain
your authority to gather information on your current arrangements though we will
not be appointed to manage or change the arrangements in any way. Any existing advisers you have appointed will remain in place.

The authority will enable us to ask searching questions regarding the plans that are in place though we will not make any alterations. Next, we will review the information we have received using our extensive knowledge and research facilities. This review will consider the background information that you have also provided and the objectives you have indicated to us.

Finally, we will prepare a comprehensive report for your consideration. This report
will provide an unbiased appraisal of the arrangements that are in place together
with some action points. The report is not intended to give recommendations for
any changes that might be required though will point out where improvements
can be and should be made.

The conclusion of the report will highlight the steps that should be taken. These
steps can be taken by you directly, through your existing advisers, or, following our appointment as your new advisers, by us. The choice is yours.

We are truly independent financial advisers. We charge an agreed fixed fee for all
of the services we provide and we do not derive income from commissions. This
enables us to take an unbiased view of the arrangements you may have and unlike most other advisers, this does not restrict us to dealing only with those arrangements
that pay an amount of commission.

The level of the fee for our Second Opinion Service will depend upon the extent of
the arrangements you have and the work that will be involved. However, we will
commit ourselves to a fixed fee and agree this with you before any work
commences.

Please contact David King on 0116 2549018 or email David to discuss how SOS
might make the difference to your future financial health.

 

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