Growing our clients’ wealth, helping them to protect it and pass it on effectively and tax efficiently is key to the work undertaken by our team of independent Financial Advisers.
MJR Wealth Management is the independent financial services arm of Mark J Rees, providing both personal and corporate professional advice in many areas including pensions and retirement planning, protection, savings and investments and tax and estate planning.
Whether you are seeking to secure a financial future for yourself, your family or employees through auto enrolment, we will be happy to discuss your plans on a free initial consultation basis without obligation.
For more information please visit the MJR Wealth Management website.
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MJR Wealth Management is a trading style of Mark J Rees which is authorised and regulated by the Financial Conduct Authority.
I have only received a first rate service from MJR Wealth Management and can honestly say that their advice has substantially contributed, and continues to contribute, to my financial health in early retirement.
“I was introduced to Mark J Rees in the early 1990s when I started my business and they have been there to help as the business has grown, eventually handling my personal wealth management.
David King is very proactive in managing pensions and other investments. He has been straightforward, with steadfast advice on risk plus robust interrogation of positions taken and analysis of the changing investment landscape. Together we have managed growth through some difficult economic times. It works because they got to really know my personality and appetite – Stewart Collier is particularly well attuned in that respect.
There are hundreds of accountancy firms, many proclaiming they are the best. But I have got good advice from Mark J Rees across more than 20 years.”