Independent Financial Adviser Leicester, Midlands
Welcome to the MJR Financial Management
Independent Financial Adviser Page.
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.
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.
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, mortgage, 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.
If you would like us to contact you please fill in our Contact Form.
For accountancy work in Leicester Visit HERE
Investment
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. The types of investment chosen will depend upon its purpose and proposed duration. We understand that all clients have a different attitude to risk depending on their personal circumstances and preferences and also that the tax treatment of each product can be an important consideration. To make the right recommendation for the client we advise on all investment types including:
Enterprise Investment Schemes – Tax saving high risk schemes investing in smaller companies
Ethical Investments
Investment Bonds – Single Premium With Profit Life Policies
Investment Trusts – Buying shares in one company which invests directly into a portfolio of other investments
ISA’s (Individual Savings Accounts) – Tax free savings plans which can be used to invest in equities (either directly or through unit/investment trusts), into deposit accounts or with profits life policies
Offshore Investments
National Savings
PEP Transfers
Stocks and Shares
Unit Trusts – Buying units in a fund which is invested by professionals into a number of other investments spreading equity risk
Since we are completely impartial we select products from the entire market place and always take into account factors such as the economic outlook, tax implications, past performance, product charges, the fund managers’ investment style and, most importantly, the clients attitude to risk.
ABOUT US
MJR Financial Management has its roots in Mark J Rees, a reputable Chartered Accountancy Practice founded in Leicester in 1938, which today provides a comprehensive range of business services to clients all over the world. The two sides of the business, along with MJR Computer Solutions, work closely together to bring our clients a greater range of expertise and the convenience of having all of their professional needs catered for by one dedicated team.
We realise that the relationship with our clients is our greatest asset and to cement that relationship we provide professional advice which is completely impartial and focused on what’s right for you – not a sales target. This refreshing approach is what separates us from the competition and we believe that with MJR Financial Management you will notice the difference. Many of our clients first came to Mark J Rees over thirty years ago and have never looked back. We think that you won’t either.
Regulated by the Financial Services Authority.
Illumirate
Financial Advice in Leicester
Mortgage Advice UK Blog
Pension Blog
Investment Advice UK
Financial Advice UK
Send E-Mail to: jb@markjrees.co.uk
Copyright © 2004 John Bloxham. All Rights Reserved