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
 
 
   

A professional approach

Our aim is to plan for your needs and meet your financial objectives, not to arrange
lots of policies.  Our advice may be to take a course of action which in fact does not involve buying a product.  We are financial planners and agree a fixed fee with you in advance purely based upon the work involved. Our number one aim is to give our clients the best advice.

We are truly independent and search for financial solutions that are suitable for you
from the entire marketplace.  We are not tied to any Bank, Investment, Pension or Insurance Company. 

Our services include:


Retirement Planning
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. Read More


Investments
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. Read More


Estate Planning

Inheritance Tax is based on the value of your home and its contents, your Investments, and any other assets that you own in your name or jointly with
others when you die. Read More


Protection

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. Read More


Second Opinion Service - SOS
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 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