4 Retirement Planning
  Advice and Services
3 Investments
2 Estate Planning
  How we can help
1 Protection
  How we can help
  Advice and Services

FCA Regulation

MJR Wealth Management is a trading style of Mark J Rees LLP which is authorised to conduct investment business under the Financial Services and Markets Act and is regulated by the Financial Conduct Authority.  We are bound by FCA’s Rules. 

We are authorised to advise on and arrange investments and non-investment insurance, including life assurance, pensions and investments in authorised collective investment schemes, including ISA’s.


We may derive income from commission paid to us by life assurance companies and
the operators of collective investment schemes through which investments are
made. We will tell you the amount of commission payable to us on any such

If we receive commission or any other form of benefit from the issue of a security or
from another intermediary, we will inform you. 


If we propose to make a charge in respect of any service we provide we will agree
its basis with you in writing before we carry out any chargeable work.

Client's Risk 

You are advised that 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 a guide to future performance. 

Investor Protection

The client is advised that investment in UK Life Assurance contracts (including
Investment Bonds) are protected under the Terms of the Policy Holders Protection Act 1975, for up to 90% of the funds, in the event of the
collapse of the life office.

Complaints Process

In the event of you ever having any complaint about the advice or service you have
received, please contact our Compliance Officer, Richard King at MJR Wealth Management, Granville Hall, Granville Road, Leicester, LE1 7RU.  Tel No. (0116) 254 9018.  He will make every effort to deal with your complaint straight away and will explain
to you your statutory rights which are there to protect you.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk.


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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