WELCOME
MJR Financial
Management is the independent financial advice arm of Leicester based Chartered
Accountants and Business Advisers
Mark J Rees.
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 -
not product sales people - and we operate in such a way that we do not
rely solely upon commissions from such products. Our number one
aim is to give the best advice.
Independent 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.
Holistic
Planning
We take an
“overview” of your entire position to ensure that we are working with
consideration to all connected areas. We review the relationship
between our clients’ personal and business finances
to
provide the right retirement, investment, tax or insurance
advice for you.
We would be
pleased to meet with you for a free initial exploratory meeting at
which we will talk about your thoughts and aims. We will then write
to you with our recommendations providing you with an opportunity to
reflect, without obligation.
Click here for further information

Authorised and Regulated by
the Financial Services Authority
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