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
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.
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.
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.
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
to you your
statutory rights which are
there to protect you.