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Retirement Planning

 

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MJR Wealth Management is the independent financial advice arm of Mark J Rees
LLP, 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.

We work closely together to bring our clients a greater range of expertise and the convenience of having all their personal financial needs catered for by one dedicated
team of advisers.

MJR Wealth Management provides truly independent financial advice which is completely impartial and focused on what’s right for you.  We charge an agreed fixed fee for all of
the services we provide and we do not derive income from commissions.

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.

Meet Our Dedicated Team

David King DipPFS

During David’s thirty year career in Financial Services, he has gained significant experience of advising high net worth individuals, owner-managed companies and trusts.  His focus is based entirely on giving the best advice available with a personal service to meet clients’ expectations.

David is a member of the Personal Finance Society and is fully authorised to advise under the Financial Conduct Authority stringent regulations.

He specialises in all forms of retirement planning and investment management for individuals, pension schemes and trusts.

A keen supporter of Leicester Tigers, David is also an active sportsman enjoying the thrills of off-road mountain biking and off-piste skiing.

Email David

 

 

Ross Bennett DipPFS

Ross brings over twenty four years of experience and enthusiasm to the team providing a high standard of independent financial advice to both his business and individual clients. Working hard to ensure that their financial needs are met, he maintains an open minded approach to financial planning, whilst taking the time necessary to get to know the client, finding out what they are trying to achieve in life and then advises accordingly.

He values the long term nature of his client relationships, helping to ensure that clients financial goals can be met through the ever changing economic climate.

Ross is a member of the Personal Finance Society and is fully authorised to advise under the Financial Conduct Authority stringent regulations.

Ross enjoys hill walking in his spare time along with a spot of DIY and woodworking.

Email Ross

 

 

Pam Dhinsa

Pam joined the Wealth Management team in 2013 after obtaining a BSc in Sociology and Politics at Aston University. She provides administrative support to the team and amongst other tasks is responsible for maintaining the investment research programme.

Pam confesses to being a passive sportswoman keenly following football and a wide variety of other sports.

Email Pam

 

 

Sally Lydon

Sally is the administrator for the Wealth Management team, providing administrative support to David and the rest of the team. She returned to her native Leicester after living and working in Devon for 10 years.

Sally enjoys live music and reading crime fiction in her spare time.

Email Sally

 

Callum Bray

Callum joined the wealth management team in 2018 as a trainee administrative assistant, he provides administrative support to the team. He aspires to learn the trade and gain his qualifications in financial planning, eventually in the future becoming a financial adviser.

Callum takes a keen interest in crime and murder documentaries as well as gripping tv dramas and thriller-based films. Over the weekends Callum enjoys watching football, eating out and playing football on Sundays.

Email Callum

 

Claire Carr

Claire Joined the Wealth Management team in 2018; after 8 years in corporate recruitment managing a multitude of clients Claire brings with her a passion for excellent customer service, attention to detail and high levels of enthusiasm.  Claire is a Wealth Management Administrator and provides administrative support to David, Ross and the rest of the team.

In her spare time Claire enjoys baking and socialising with family and friends.

Email Claire

 

© MJR Wealth Management 2011. Terms Of Business

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MJR, Mark J Rees and MJR Wealth Management are trading styles of Mark J Rees LLP which is authorised and regulated by the Financial Conduct Authority, No 554459. Click to view the Financial Services Register. Mark J Rees LLP is a Limited Liability Partnership Registered in England & Wales Number OC362074.  A list of members’ names is available at the business address Mark J Rees LLP, Granville Hall, Granville Road, Leicester LE1 7RU. Tel : 0116 2549018,
Email : info@mjrwm.co.uk
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