1st Picture:Bergamo,Italy. 2nd Picture:Toronto,Canada. 3rd Picture:Seattle,USA

 
 
 
 
 
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Budget Report 2007

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.

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Authorised and Regulated by the Financial Services Authority

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